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    May 1, 2022 | Best of Investing Simplified

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    May 1, 2022 | Best of Investing Simplified

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    April 24, 2022 | Best of Investing Simplified

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    April 24, 2022 | Best of Investing Simplified

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    April 17, 2022 | Episode 16 | Mortgage Rate Hikes and Economic Cycle

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    April 17, 2022 | Episode 16 | Mortgage Rate Hikes and Economic Cycle

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    April 10, 2022 | Episode 15 | Unemployment rate and Social Security options

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    April 10, 2022 | Episode 15 | Unemployment rate and Social Security options

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    April 3, 2022 | Episode 14 | Value of working with an advisor

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    April 3, 2022 | Episode 14 | Value of working with an advisor

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    March 27, 2022 | Episode 13 | Market Correction and Inflation

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    March 27, 2022 | Episode 13 | Market Correction and Inflation

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    March 20, 2022 | Best of Investing Simplified

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    March 20, 2022 | Best of Investing Simplified

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    March 13, 2022 | Episode 11 | Global Tensions and Market Volatility

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    March 13, 2022 | Episode 11 | Global Tensions and Market Volatility

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    March 6, 2022 | Episode 10 | The Brain Trust | Top Common Mistakes

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    March 6, 2022 | Episode 10 | The Brain Trust | Top Common Mistakes

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    February 27, 2022 | Episode 9 | Active Management Through Volatility

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    February 27, 2022 | Episode 9 | Active Management Through Volatility

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Copyright 2022 Price Financial Group. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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