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7% Returns from I-Bonds

Preserver Partners

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The information provided herein represents the opinion of the author and is not intended as a forecast or guarantee of future results. It is not a solicitation to invest in any investment products, nor is it intended to provide investment advice. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss. As of March 2022, Preserver, L.P. has no exposure to Series I savings bonds or I-bonds. You are leaving the Preserver website and entering an unrelated website. Preserver does not guarantee the accuracy of any information nor endorse the website or any information contained thereon.

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What is Generational Wealth?

CNBC

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You are now leaving the Preserver website and entering an unrelated website for which Preserver does not guarantee the accuracy of the information nor endorse the website or any information contained thereon.

The thoughts and opinions expressed in the article are solely those of the author as of 1/26/22 and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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Estate Planning

TheStreet

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The thoughts and opinions expressed in the article are solely those of the author as of 11/22/2021 and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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Solve Your Irregular Expenses Problem with Targeted Savings Accounts

Personal Finance for PHDs

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You are now leaving the Preserver website and entering an unrelated website for which Preserver does not guarantee the accuracy of the information nor endorse the website or any information contained thereon.

The thoughts and opinions expressed in the article are solely those of the author as of 11/18/18 and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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7 tips for investing in your 30s

Bankrate

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The thoughts and opinions expressed in the article are solely those of the author as of 10/27/2021 and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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US Debt Ceiling and Its Current Status

The Balance

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You are now leaving the Preserver website and entering an unrelated website for which Preserver does not guarantee the accuracy of the information nor endorse the website or any information contained thereon.

The thoughts and opinions expressed in the article are solely those of the author as of 12/20/2021 and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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What is net worth and why is it important?

CNBC

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You are now leaving the Preserver website and entering an unrelated website for which Preserver does not guarantee the accuracy of the information nor endorse the website or any information contained thereon.

The information provided herein represents the opinion of the portfolio manager and is not intended to be a forecast of future events, or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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Key Differences Between Roth 401K and Roth IRA

CNBC

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The thoughts and opinions expressed in the article are solely those of the author as of 9/21/2021 and is not intended to be a forecast of future events or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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6 Tips For Managing Your Money in College

CollegeData

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You are now leaving the Preserver website and entering an unrelated website for which Preserver does not guarantee the accuracy of the information nor endorse the website or any information contained thereon.

The information provided herein represents the opinion of the portfolio manager and is not intended to be a forecast of future events, or investment advice. It is not a solicitation to invest in any investment product. It is intended for informational purposes only. Past performance is not a guarantee of future results. Inherent in any investment is potential for loss.

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