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Allen Minassian

Oct 28, 20242 min read

Tax Changes | Costs and Opportunities

Kumbie Mtunga

Oct 28, 20242 min read

Electoral Matters | Historical Insights

Doug Lagerstrom

Oct 28, 20242 min read

Portfolio Updates | Staying Connected

Eric Puckett

Oct 28, 20242 min read

What's the Risk | A Score That Matters

Doug Lagerstrom

Oct 28, 20243 min read

Economic Outlook | Fall 2024

Private Wealth Solutions

Aug 1, 20242 min read

Tax Planning | Into the 2025 Sunset

Allen Minassian

Aug 1, 20242 min read

Retirement Planning | Two Helpful Tips

Eric Puckett

Aug 1, 20242 min read

Retirement Goals | Stay the Course

Doug Lagerstrom

Aug 1, 20242 min read

Why Move | Positioning for the Future

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Private Wealth Solutions LLC

26050 Mureau Road, Ste 103

Calabasas, CA 91302

T: 818-264-0600

F: 818-666-3519

lynn@privatewealthsolutions.com

Doug Lagerstrom and Allen Minassian are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201 Ft. Lauderdale, FL 33308 (954)782-4771. Investment Advisory services offered through Private Wealth Solutions, a registered investment advisor. Private Wealth Solutions is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. The Investment Adviser Representative of Private Wealth Solutions offers investment advice with residents of a SEC/jurisdiction for which they are properly registered or where excluded from registration requirements. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

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Link to Client Relationship Summary form can be found at http://kovacksecurities.com/Form_CRS.pdf

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