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Effective Date: February 1, 2021

This Social Media Disclosure is in effect for Trade-PMR, Inc. and its affiliates, including Portfolio Management and Research (collectively TradePMR).

All articles shared to social media platforms including, but not limited to, Facebook, LinkedIn and Twitter, are provided for informational purposes only. This material is not intended to be relied on as investment advice and does not constitute a recommendation of any particular investment or investment strategy or an inducement to buy or sell any securities. The opinions expressed herein are those of the respective author and do not necessarily reflect the opinion of TradePMR. Any opinions expressed within the article are as of the date of the article's creation and are subject to change, without notice. Any opinions expressed within the social media post are as of the date of the original posting date and are subject to change, without notice. There is no guarantee that any forecast implied will come to fruition. Past performance is no guarantee of future results. Any reliance on the information herein is done solely at the discretion of the reader. Investing involves risks and the possibility of losing principal. TradePMR does not provide investment, tax or legal advice.

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    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    ² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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