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Sources

1 Patrick McQuown on Innovation and Exiting Your Business | GS #4

2GenAI’s Impact on Productivity and Profits: With Steve Moritz | GS #14

3 EY’s Lindsay Jordan & Robyn Bew on Why Every Organization Needs a Board (and How to Join One) | GS #18

4 The Business of Baseball with Orioles President Catie Griggs | GS #23

5 Investing through Tariff’s Webinar w/ Economist Apollo Lupescu

6 Is This Time Different – Tariffs | GS #6

7 How Often Should You Rebalance Your Portfolio | GS #22

8 Investment Risk Explained: How Much Diversification Do You Need? | GS #15

9 Is There Still a Case for International Investing? | GS #21

10 Investor Risk: Behavioral Biases That Can Cost Investors Returns | GS #16

11 How To Build The Perfect Portfolio For You | GS #20

12 The Goal of Tax Planning is to Minimize Lifetime Taxes | GS #19

13 Uncovering Opportunities in the New Tax Law “One Big Beautiful Bill Act” Webinar

14 The Truth About Annuities: Why Their Bad Rap Is (Mostly) Deserved | GS #7

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.