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The Securities and Exchange Commission has annouced major changes to its advertising and marketing rules, permitting advisors to use testimonials and endorsements in thier advertising, provided they include particular disclosures. Client testimonials and reviews on this website comply with disclosure requirements set forth by the SEC which includes statements that the client testimonial may not be representative of the experience of other clients, that no compensation has been paid for the testimonial and that the testimonial or review is not indicative of future financial performance.

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