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CNBC Interview: CIO Tony Roth






This presentation is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service or as a determination that any business planning, financial, estate or investment strategy is suitable for a specific business, investor or borrower. Strategic and investment advice should be sought based on objectives, financial situations, and particular needs. This document is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Past performance is no guarantee of future results.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that, while this publication is not intended to provide tax advice, in the event that any information contained in this publication is construed to be tax advice, the information was not intended or written to be used, and cannot be used, for the purpose of (i)







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