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Author: Pinnacle Webmaster

Welcome to Quarter Over Quarter!

These podcasts are brought to you by Moran Wealth Management, LLC, an SEC-registered investment adviser located in Naples, Florida. Registration does not imply a certain level of skill or training. The information discussed is for educational purposes only and does not constitute personalized investment advice. Listeners should consult a financial professional before making any investment decisions. Past performance is not indicative of future results.

The publication of this podcast should not be construed by any consumer or prospective client as Moran Wealth Management’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of Moran Wealth Management’s current written disclosure statement as set forth on Form ADV, discussing our business operations, services, and fees, is available upon request or by visiting (Link to Disclosure document).

We do not provide legal, accounting, or tax advice. Listeners are encouraged to seek the counsel of qualified attorneys and accountants. Any mention of third-party products or services does not constitute an endorsement unless explicitly stated.

Certain strategies discussed may involve private investments such as private equity or private credit. These are intended only for accredited investors and may involve significant risks, including illiquidity and loss of principal. Please refer to the offering documents for full disclosures.