Appropriate Diversification and One Area of Significant Opportunity Is in International Companies

01.20.2023

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“Because financial planning and underlying investments incorporate ‘unexpected’ risks, we establish diversified, allocated portfolios up-front so that we are not forced to deviate from our strategy when these incidents inevitably occur.”
— Adrianne Yamaki

Tax laws are complex and subject to change. This information is provided for informational purposes only and should not be used for tax preparation. None of Strategic Wealth Capital, LLC, Sanctuary Advisors, LLC, or Sanctuary Securities Inc., nor their affiliates or employees, are in the business of providing tax or legal advice. Individuals are encouraged to consult their tax and legal advisor(s) regarding their particular circumstances and any potential tax-related matters. Strategic Wealth Capital, LLC is a dba of Sanctuary Advisors, LLC. Adrianne Yamaki is a financial advisor and Certified Financial PlannerTM (CFP®) of Sanctuary Advisors, LLC and registered representative of Sanctuary Securities, Inc. The views expressed herein are those of the author and do not necessarily reflect the views of Sanctuary Advisors, LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed, constitutes a solicitation for the purchase or sale of any security. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material will not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Past performance does not guarantee future results.

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Appropriate Diversification and One Area of Significant Opportunity Is in International Companies

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