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DISCLOSURE: Client stories included in this blog reflect hypothetical client situations that represent those commonly encountered by AIWM representatives.
This material is for general information only and not intended to provide specific investment advice or recommendations. The information does not represent, warrant or imply that services, strategies or methods of analysis offered can or will predict future results, identify market tops or bottoms or insulate investors from losses.
Investing and investment strategies involve risk including the potential loss of principal. Asset allocation and diversification do not ensure a profit or prevent a loss in a declining market. They are methods used to help manage investment risk. Past performance is not a guarantee of future results.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Wealth Management a dba of A&I Financial Services, LLC, a registered investment adviser.
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