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Wealth Advisor and their contributors are not clients of GeoWealth, however, Wealth Advisor was compensated for this article. Any compensation creates a conflict of interest and this publication may not be representative of any other person’s experience with GeoWealth. Information presented in this publication is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. This is not an endorsement or testimonial of any product or service. The information provided in this interview is intended for general information and educational purposes only. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.