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We do not make misleading or deceptive statements about our products or services, consistent with Section 5 of the Federal Trade Commission Act, 15 U.S.C. § 45. Information we send is general in nature and is not personalized investment advice; personalized advice about securities may require registration under the Investment Advisers Act of 1940, 15 U.S.C. § 80b-1 et seq. Sending a form does not by itself create a client relationship.

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We handle personal information as described in our privacy policy, posted under the California Online Privacy Protection Act, Cal. Bus. & Prof. Code §§ 22575-22579, and the Gramm-Leach-Bliley Act, 15 U.S.C. §§ 6801-6827. California residents have rights to know, delete, and opt out of the sale or sharing of personal information under the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act of 2020, Cal. Civ. Code § 1798.100 et seq.

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