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Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.

Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.