What September Could Mean for Your Portfolio

Labor Day isn't just the unofficial end of summer...

You are receiving this message because you signed up to receive information from selected InvestorPlace advertising partners. Please note that the following message reflects the opinions and representations of our advertiser alone, and not necessarily the opinion or editorial positions of InvestorPlace.   Fellow Investor, Labor Day isn't just the unofficial end of summer—it's also when investor attention returns to the markets. Trading volume typically picks up in September as institutional investors re-engage, new money moves, and market momentum shifts. That's why we think right now is a smart time to review your portfolio and make sure it's positioned for what's ahead. Even if you've been comfortable with your strategy so far this year, conditions can change quickly in the final stretch—and what worked before may not be ideal in the months ahead. That's why I'm offering you a no-obligation portfolio review. At Navellier & Associates, we work with investors who are serious about staying informed, staying flexible, and staying confident in their long-term financial strategy.  This isn't a sales pitch, it's a conversation—one that can help you: See how your current holdings line up with your risk tolerance and investment goals Identify any areas that may be out of sync or overexposed Consider adjustments to help navigate the months ahead with clarity Let's Take a Fresh Look No two investors are exactly alike. That's why our approach is always personal. We'll review your portfolio one-on-one and offer our perspective based on decades of experience and a disciplined, research-based process. In many cases, just a few thoughtful adjustments can help ensure you're on track. We're Scheduling a Limited Number of Reviews This Month We're currently opening just 50 portfolio review slots ahead of the September market cycle. These typically fill quickly—especially as more investors re-engage after Labor Day. If you've been meaning to get a second opinion—or simply want to confirm you're on track—this could be a great moment to do it. Reserve your spot today, enjoy the holiday and we will call you to schedule your review this coming week. Sincerely, Louis Navellier Chief Investment Officer Navellier & Associates P.S. Sometimes the most important financial decisions aren't made in response to a crisis — but during the quiet moments in between. Let's make sure you're set up for what's next.   IMPORTANT DISCLOSURES This communication has been provided to you for informational purposes only and may not be relied upon by you in evaluating the merits of investing in any Navellier investment strategy or composites. The net performance results portrayed include the reinvestment of all dividends and other earnings. Past performance is not indicative of future results, and there can be no guarantee as to the accuracy of market forecasts. Opinions, estimates, and forecasts may be changed without notice. This material is not a solicitation to purchase any securities, including shares of any investment company. The views and opinions expressed are provided for general information only. The views and opinions expressed are those of Navellier at the time of publication and are subject to change. There is no guarantee that these views will come to pass. The statistical information presented in this communication is provided by Navellier Internal Research. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Investment in fixed income components has the potential for the investment return and principal value of an investment to fluctuate so that an investor’s shares, when redeemed, may be worth less than their original cost. Dividend payments are not guaranteed. The amount of a dividend payment, if any, can vary over time and issuers may reduce dividends paid on securities in the event of a recession or adverse event affecting a specific industry or issuer. The views and opinions expressed do not constitute specific tax, legal, or investment or financial guidance to, or recommendations for, any person, and the material is not meant to provide financial or investment guidance and does not take into account the particular financial circumstances of individual investors. Before investing in any investment product, investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation. FactSet Disclosure: Navellier does not independently calculate the statistical information included in the attached report. The calculation and the information are provided by FactSet, a company not related to Navellier. Although information contained in the report has been obtained from FactSet and is based on sources Navellier believes to be reliable, Navellier does not guarantee its accuracy, and it may be incomplete or condensed. The report and the related FactSet sourced information are provided on an "as is" basis. The user assumes the entire risk of any use made of this information. Investors should consider the report as only a single factor in making their investment decision. The report is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. FactSet sourced information is the exclusive property of FactSet. Without prior written permission of FactSet, this information may not be reproduced, disseminated or used to create any financial products. All indices are unmanaged and performance of the indices include reinvestment of dividends and interest income, unless otherwise noted, are not illustrative of any particular investment and an investment cannot be made in any index. Past performance is no guarantee of future results. IMPORTANT NEWSLETTER DISCLOSURE: The hypothetical performance results for investment newsletters that are authored or edited by Louis Navellier, including Louis Navellier's Growth Investor, Louis Navellier's Breakthrough Stocks, Louis Navellier's Accelerated Profits, and Louis Navellier's Platinum Club, are not based on any actual securities trading, portfolio, or accounts, and the newsletters reported hypothetical performances should be considered mere "paper" or proforma hypothetical performance results and are not actual performance of real world trades. Navellier & Associates, Inc. does not have any relation to or affiliation with the owner of these newsletters. There are material differences between Navellier Investment Products' portfolios and the InvestorPlace Media, LLC newsletter portfolios authored by Louis Navellier. The InvestorPlace Media, LLC newsletters contain hypothetical performance that do not include transaction costs, advisory fees, or other fees a client might incur if actual investments and trades were being made by an investor. As a result, newsletter performance should not be used to evaluate Navellier Investment services which are separate and different from the newsletters. The owner of the newsletters is InvestorPlace Media, LLC and any questions concerning the newsletters, including any newsletter advertising or hypothetical Newsletter performance claims, (which are calculated solely by Investor Place Media and not Navellier) should be referred to InvestorPlace Media, LLC at (800) 718-8289. Please note that Navellier & Associates and the Navellier Private Client Group are managed completely independent of the newsletters owned and published by InvestorPlace Media, LLC and written and edited by Louis Navellier, and investment performance of the newsletters should in no way be considered indicative of potential future investment performance for any Navellier & Associates separately managed account portfolio. Potential investors should consult with their financial advisor before investing in any Navellier Investment Product. 1 East Liberty, Suite 504 Reno, Nevada 89501   You are receiving this message because you signed up to receive exclusive offers by carefully screened partners and advertisers of InvestorPlace Media. We hope this offer was valuable to you. If, however, you do not want to receive messages of this type in the future, you can CLICK HERE to unsubscribe. 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