Amanda K. Hayes-Blocksom is an investment advisor representative of NewEdge Advisors, doing business as Aurion Wealth/Aurion Wealth Advisors. NewEdge Advisors and Aurion Wealth/Aurion Wealth Advisors are not affiliated entities. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This publication is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place. Neither Amanda, Aurion, or NewEdge Advisors are provide personalized tax filing services. All readers are encouraged to contact their tax planning professional regarding any of the ideas discussed in this video. Although information has been gathered from sources believed to be reliable, it cannot be guaranteed, and the accuracy of information contained herein should be independently verified. Investment charts and/or rates of return contained in this video are illustrative only and not indicative of any specific investment product.