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Global Portfolio Strategy | October 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:3362932457'>(336) 293-2457</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">3200 Truliant Way</p> <p> <span class="moonlight-city">Winston Salem,</span> <span class="moonlight-region">NC</span> <span class="moonlight-postalcode">27103</span> </p> </div> <a href="mailto:TFACoordinator@truliantfcu.org" itemprop="email"> TFACoordinator@truliantfcu.org </a> </div> <div class="c-socialMedia"> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="http://advisors.truliantfcu.org/resource-center/retirement" >Retirement</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/investment" >Investment</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/estate" >Estate</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/insurance" >Insurance</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/tax" >Tax</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/money" >Money</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/lifestyle" >Lifestyle</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/articles" >Latest Articles</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/videos" >All Videos</a></li><li><a href="http://advisors.truliantfcu.org/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. 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Registered<br />representatives of LPL offer products and services using Truliant Financial Advisors, and may<br />also be employees of Truliant Federal Credit Union. These products and services are being<br />offered through LPL or its affiliates, which are separate entities from, and not affiliates of,<br />Truliant Federal Credit Union or Truliant Financial Advisors. Securities and Insurance offered<br />through LPL or Its affiliates are:</p><p><strong>Not Insured by NCUA or Any </strong><strong>Other Government Agency | </strong><strong>Not Credit Union </strong><strong>Guaranteed | </strong><strong>Not Credit Union </strong><strong>Deposits or Obligations | </strong><strong>May Lose Value</strong><em><em /></em></p><p><em><em>Truliant Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. 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