Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Jeremy Schwartz, CFA is the Global Chief Investment Officer at WisdomTree Asset Management, an asset manager based in New York City with over $100 billion in AUM (3/31/24). Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

YouTube Link: https://www.youtube.com/watch?v=0K3wDoMT2uQ

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Dave McGarel, CFA is Chief Investment Officer and Chief Operating Officer at First Trust Portfolios, an asset management firm based in Wheaton, IL with over $210 billion in AUM (as of 3/31/24).

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Paul Voge is CEO and Founder of Aura Bora, a fast growing sparking water brand. Aura Bora was featured on Season 12 of Shark Tank.

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the 8th episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the following companies:

1. AutoZone

2. General Mills

3. FedEx

4. Darden Restaurants

5. FactSet

6. Costco

7. Cintas

8. Paychex

9. Accenture

10. Nike

11. Carmax

12. Carnival

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the 7th episode of Bullish, Nick Stenger and Sam Hardy break down earnings from August & September including:

1. UBS

2. Dell

3. UiPath

4. Dave & Busters

5. Toro Company

6. DocuSign

7. Adobe

8. Restoration Hardware

9. Kroger

10. Oracle

11. Casey’s General Store

12. Lennar

13. GameStop

14. Smith & Wesson

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the 6th episode of Bullish, Nick Stenger and Sam Hardy break down earnings from August including:

1. Best Buy

2. Big Lots

3. HP

4. Pure Storage

5. Salesforce

6. Crowdstrike

7. Chewy

8. VMware

9. Broadcom

10. Dollar General

11. ChargePoint

12. Campbell Soup

13. Victoria’s Secret

14. Lululemon

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the fifth episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the weeks of August 21st including:

1. Dick's Sporting Goods

2. Advance Auto Parts

3. Abercrombie & Fitch

4. Bath & Body Works

5. Peloton

6. Kohl's

7. Foot Locker

8. Williams Sonoma

9. Dollar Tree

10. Affirm

11. Workday

12. Ulta Beauty

13. Intuit

14. Nordstrom

15. Nvidia

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the third episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the weeks of August 11th and 18th including:

1. KKR

2. Tyson Foods

3. Home Depot

4. Lowe's

5. Cardinal Health

6. Amcor

7. Cisco

8. Target

9. Walmart

10. Applied Materials

11. John Deere

12. Palo Alto Networks

13. Estee Lauder

14. Zoom

15. Macy's

16. Medtronic

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the third episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the weeks of August 4th and 11th including:

1. Generac

2. Exelon

3. Coinbase

4. Amazon.com

5. Apple

6. ConocoPhillips

7. Papa Johns

8. Occidental

9. Shake Shack

10. Wayfair

11. Cigna

12. Air Products

13. Monster

14. Eli Lilly

15. Disney

16. Berkshire Hathaway

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the second episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the week of August 4th, 2023 including:

1. SoFi

2. Caterpillar

3. Uber

4. Ecolab

5. Starbucks

6. Merck

7. Pfizer

8. Altria

9. JetBlue

10. Paypal

11. Yum!

12. CVS

13. Carlyle Group

14. Qualcomm

15. National Retail Properties

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, a boutique independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the second episode of The Monday Meeting, Nick Stenger, Bond Roth and Sam Hardy discuss the Fed, interest rates, earnings, where the stock market might be headed for the rest of 2023, consumer spending and why gold is not an investment.

Nick Stenger and Bond Roth are senior partners and financial advisors with the Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the first episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the week of July 28th, 2023 including:

1. Google

2. Visa

3. Microsoft

4. Sherwin Williams

5. Coca-Cola

6. ServiceNow

7. Meta

8. Mastercard

9. Comcast

10. Abbvie

11. Honeywell

12. Northrop Grumman

13. Chevron

14. ExxonMobil

15. Procter & Gamble

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Macarena (Rena) Calabrese is the CEO and President of Naper Settlement, a leading tourist attraction and museum in Naperville, IL.

Nick Stenger is CEO and Founder of Stenger Family Office, a boutique independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Pat Roach is President of Southwestern Real Estate, a leading residential broker located in Wheaton, IL and number of other states.

Nick Stenger is CEO and Founder of Stenger Family Office, a boutique independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

In the first episode of The Monday Meeting, Nick Stenger, Bond Roth and Sam Hardy discuss the Fed, interest rates, earnings, where the stock market might be headed for the rest of 2023, the housing market, artificial intelligence and the hidden danger of target date funds.

Nick Stenger and Bond Roth are senior partners and financial advisors with the Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, a boutique independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com