Disclosure

Feel free to comment or share an opinion but keep in mind we are part of a regulated industry with some pretty strict rules on replying to comments and having dialogues in these types of forums so if you don’t hear from us, or we remove posts because they’re inconsistent with applicable law or our fiduciary obligation to clients – don’t take it personally, we’re just playing by the rules. We think that’s fair. Hopefully you agree.

Always remember: 
1. We’ll be providing information, not advice 
2. If you’re a client, we can’t accept or process instructions for any account-related transactions 
3. Play nice or your posts will be removed (no profanity or defamatory, offensive, abusive or unlawful posts) 
4. Share, but nothing too personal 
5. Stay on topic 
6. Please avoid discussions about investment advice or products or specific investments, securities or trading strategies 

Any and all posts on the site are subject to regulatory review and retention by the Company pursuant to, or as may otherwise be required by, applicable law. 
We hope you enjoy your time here. Remember, if you’re a client and have specific questions about your account, we cannot answer them in this forum but feel free to call us directly.

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Content posted on this page should not be considered a recommendation or personalized investment advice. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results. 

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