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Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgement of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult with an attorney or tax professional regarding your specific legal or tax situation.
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Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. All investment strategies have the potential for profit or loss. Past performance does not guarantee future investment success.
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Steven Moeller - Insurance Licensed in the states of CA and NV. Advisory licensed in the state of CA. California Insurance license #0813543.