NEWS AND NOTES
• Portfolio design: LPL Research, an experienced money manager, chooses the investments for GWP’s portfolio models. • Consistent monitoring: Your portfolio is rebalanced annually to keep it on track as markets move. • Tax-loss harvesting : Your accounts will also benefit from quarterly reviews for tax-loss harvesting opportunities. For example, if an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The sold investments are then replaced by similar investments to maintain your asset allocation — until it’s appropriate to buy back the original
Clippers Military Night More than 4,000 fans packed Frontwave Arena on March 2 to watch the San Diego Clippers take on the South Bay Lakers. While the final score didn’t go the home team’s way, the real victory was the incredible support for our military community. As proud sponsors of Military Night, we were honored to participate in the event, featuring custom Clippers jerseys auctioned off to benefit the Frontwave Foundation. Thanks to everyone who came out to celebrate and support those who serve!
security, so you get the tax benefits while keeping a properly diversified portfolio.
The Guided Wealth Portfolio platform can be found on the Frontwave website by going to the ‘Personal’ tab and then looking under the ‘Plan’ section.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. The financial professionals at Frontwave Investment Services are registered representatives with, and securities and advisory services are offered through, LPL Financial (LPL), a registered investment advisor and broker/ dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frontwave Credit Union and Frontwave Investment Services are not registered as a broker- dealer or investment advisor. Registered representatives of LPL offer products and services using Frontwave Investment Services, and may also be employees of Frontwave Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Frontwave Credit Union or Frontwave Investment Services. Securities and insurance offered through LPL or its affiliates are:
Welcome to the Strike Force! Frontwave is proud to officially sponsor the San Diego Strike Force, celebrating their first season at Frontwave Arena. As part of the Indoor Football League (IFL), the Strike Force brings fast-paced, high-energy football to San Diego, kicking off its home opener on March 31. We’re improving the action with exclusive fan experiences, giveaways, and community partnerships. Each game, Frontwave will be hosting 500 fans to join the “Striker Squad” in our exclusive End Zone seats, plus we’re teaming up with local youth football teams and raising funds for the Frontwave Foundation. Get ready for a season packed with excitement. We can’t wait to see you on game day!
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