Brief Update

Hello and welcome to this week’s brief update for Wisdom & Wealth!

First accept my apologies, dear readers, for going dormant for a couple of weeks! Life has moved rapidly recently. But I’m excited to announce that I’ve joined the Bahnsen Group, a Private Wealth Manager, specializing in the harnessing the power of dividend growth investing. ?This development is one that Ashlee and I, prayed about for some time and one which we could not be more excited about. Going forward the W&W will be a newsletter only and I'll be hosting my "Intangible Balance Sheet" Episodes as stand alone podcasts via Substack!

For those of you who are newer to “TBG” and are curious as to what we are about, I would recommend that you start by taking a look at our commitment to the following Foundational Principles . Though concise, this short description eloquently describes the essence of what we are about. Hidden beneath the eloquence are realities which can save an investor a great deal of pain. Additionally, see below for more ways to follow our work.

In the coming weeks, I’ll continue to write a weekly article which evaluate at the events of life through the lens of those first principles. ?Wisdom, Wealth and everything in-between!

Thank you for joining me and remember that, I’m wishing you and your family continued Truth, Beauty and Goodness on the road ahead!

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The Bahnsen Group is registered with Hightower Advisors, LLC, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

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Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.