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“History doesn’t repeat itself, but it often rhymes” – Mark Twain

Understanding the past and the current economic and market conditions is vital to measuring potential outcomes of the future while
comprehending the latest policy making and industry trends is as critical to managing your wealth.

Teaming up with one of the largest independent research teams in our industry, LPL’s experienced analysts, strategists, and investment
specialists deliver personalizedadvice and insightful commentary in a simple, relatable way.

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At Platform Wealth, we integrate each decision to move you closer to your intentions.

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