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Get a $100 Bonus for every $100K you invest with Fool Wealth today. Offer closes 01/31/2022.*

Not rendering correctly? View this email as a web page here.   Find out if becoming a Fool Wealth client is right for you... And get up to a $500 bonus when you invest by January 31st, 2022*   Dear Fellow Investor, The Motley Fool has always championed long-term, buy-and-hold investing.  Here at Motley Fool Wealth Management (a separate, sister company), we put that investment philosophy to work for our clients' IRAs, trusts, brokerages, or other long-term accounts. Our team of experienced analysts and portfolio managers scour the markets for businesses that meet our stringent quality standards. They vet companies for quality management, strong balance sheets, competitive advantages and future potential. Sound familiar? From there, they build proprietary portfolio strategies around what they believe to be their highest-conviction individual stock picks. And unlike a mutual fund, Fool Wealth clients actually own each underlying holding! Finally, we know that when it comes to investing for your future goals, one size doesn't fit all. That's why we deliver a strategic asset allocation tailored to your specific circumstances, goals, time horizon, and risk tolerance. It's the long-term, buy-and-hold, stock-focused investment approach you know and love, without all the legwork on your part. We will worry about what is happening with Big Tech, the lingering impacts of COVID, China, inflation, debt… and other worries investors may have about the markets! It's our job to stay on top of the news, the market, and of course the performance of your holdings, so that you can sleep well knowing your investments are being diligently managed and potentially better positioned to be resilient and minimize volatility in ever-changing markets. Sound good? It gets better… Open a new Fool Wealth account by January 31st, 2022 and receive a $100 Amazon Gift Card for every $100,000 in assets you invest (up to $500,000).* But don't delay. This is a limited time offer. Offer closes 1/31/2022. As a Registered Investment Advisor and fiduciary, we work every day to pursue financial freedom for our clients and their families.  And we'd be proud to do the same for you. If you're overwhelmed by managing your own retirement or other long-term accounts… If you've been disappointed with your current investment manager… If the news media or the financial pundits have you feeling anxious about factors outside of your control… Then now is an opportune time to see the Motley Fool Wealth Management difference for yourself, and receive a $100 gift card bonus for every $100K you invest in a new account, for a maximum of $500 in gift card bonus. Fool Wealth's distinctive approach to long-term wealth-building and protection has three layers: Long-Term, Buy-and-Hold Stock Picking Many believe a large allocation of stocks is inherently too risky for your retirement or other long-term investment accounts. But many very successful investors in history have built their portfolios around high-conviction investments in quality individual companies. And we believe this could be a time-tested path to building and protecting long-term wealth. Our portfolio managers, at their core, have expertise in stock picking, and their highest conviction ideas form the foundation of our proprietary portfolio strategies. Diligent Portfolio Construction  It's one thing to find great stocks. We hope you've found some great picks using The Motley Fool's services! But getting select baskets of stocks working together in concentrated, long-term portfolios can be a whole 'nother challenge. We run seven distinctive portfolio strategies designed to generate specific investment outcomes for the different needs of your portfolio. The equity strategies we offer only include our portfolio managers' highest conviction holdings.** And unlike a mutual fund, you actually own each underlying stock position! Each of our equity strategies is typically concentrated among just 15-30 investments that we truly believe – when combined – have long-term wealth building potential. Personalized Asset Allocation  The final step in the process is to construct a portfolio with these strategies tailored to your specific needs and goals. As a fiduciary and Registered Investment Adviser, we always put your interests first. Depending on a variety of factors – like your investable assets, risk tolerance, and time horizon – our models can combine our seven strategies into over 140 unique allocations. We believe that level of portfolio customization separates us from many mainstream investment managers we come across.^ We believe this allocation is designed to give you the best opportunity to meet your long-term investment goals and give you confidence and peace of mind along the way!  Straightforward Fee Structure We charge a straightforward assets-under-management (or AUM) fee of 0.95% annually for portfolios under $1 million and 0.75% for any amount over $1 million. Our performance is always reported net of fees and against a comparable benchmark, so you can see how our strategies are faring versus the market.^^  ...Plus, Personalized Financial Planning For clients investing over $1 million, we're pleased to include complimentary financial planning from a dedicated CERTIFIED FINANCIAL PLANNER™ professional. Our team of experts can help you with tax planning, estate planning, insurance needs, and many more of the complex financial situations that commonly confront retirees. And don't forget… You'll receive a $100 Amazon Gift Card for every $100K in assets you invest with Motley Fool Wealth Management (up to $500,000) before January 31st, 2022.  It's our way of celebrating your decision to pursue a smarter, happier, and hopefully richer financial future with us. Click below to get started and take advantage of this offer now. Sincerely, Motley Fool Wealth Management P.S. Our President, Nick Crow, CFA, expresses our mission perfectly when he says, "There is no professional reward higher than being trusted with a client's financial life. In many cases, clients hand over much of what they have saved during a lifetime of hard work and sacrifice. When it comes to retirement, there may not be a second chance. We strive to be a strong runner who won't drop the baton and can go the distance. We're proud to be that trusted partner for many families, and we hope to be that partner for yours." This bonus is just the icing on the cake... ...compared to the long-term financial confidence we strive to offer to Fool Wealth clients.       * This gift card offer is valid for clients who: (i) invest at least $100,000 in Motley Fool Wealth Management's ("MFWM") Personal Portfolio program; and (ii) fully fund their additional investment on or before January 31, 2022. Investments made prior to October 1, 2021, do not qualify for this offer. For every $100,000 invested, you will receive $100 worth of Amazon gift cards up to a maximum of $500. So, if you invest an additional $600,000, you will receive $500 worth of gift cards, not $600.   If you meet these eligibility requirements, MFWM will send the gift card(s) (either electronically or via mail) within approximately 30 days of your fully funding your account(s). While investments in more than one account will be aggregated for purposes of determining gift card eligibility, this offer is limited to one client per household. Taxes related to this offer are the client's sole responsibility. Please consult your tax or legal advisor regarding any tax treatment or consequences of this offer. This offer is not transferable and cannot be combined with any other offer.  ** While certain of our strategies may utilize exchange traded funds (ETF), we generally focus on direct equity investments. We may invest in ETFs when we believe that it is most efficient and appropriate to obtain exposure to an asset class using an ETF. Certain of our strategies may heavily utilize or invest exclusively in ETF, such as International and Fixed Income.  ^ We tailor our asset allocation recommendations for each client. However, our selection of individual securities is not personally tailored to client accounts. Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our Model Portfolios which correspond to each strategy.  ^^ In addition to our AUM fee, clients pay transaction fees (e.g., brokerage commissions) and may pay to their custodian account fees and other miscellaneous charges. Client Personal Portfolios may invest in ETFs which are subject to separate fees and expenses that are passed along to clients. Depending on the strategy, these underlying fund fees and expenses may be significant. However, our focus on direct equity investments (whenever possible) can significantly reduce the impact of underlying fund fees and expenses.  This message is provided for informational purposes only, reflects our general views on investing and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.  MFWM is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to MFWM is only available to clients pursuant to an Investment Advisory Agreement and acceptance of MFWM's Client Relationship Summary (PDF) and Brochure (PDF - 204 KB). You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of any of our Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. MFWM retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.  MFWM, an affiliate of The Motley Fool ("TMF"), is an investment adviser registered with the U.S. Securities and Exchange Commission. MFWM is a separate entity, and all financial planning and investment advisory services are provided independently by the certified financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision-making or daily operations of MFWM. MFWM does not attempt to track any TMF services.  During discussions with our Certified Financial Planners, they may provide advice with respect to 401(k) rollovers into accounts that are managed by MFWM.   Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for MFWM that it would not otherwise receive. Motley Fool Wealth Management, LLC 2000 Duke Street, 2nd Floor Alexandria, VA 22314 USA Update your email preferences or unsubscribe from all future emails.