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Magnifi Dedicated | February 1st, 2025

February 01, 2025

GOOD MORNING

Hey Moby Readers,

Navigating today’s volatile markets can feel daunting, marked by President Trump’s return to office and the uncertainty surrounding new policies, introducing potential shifts in the markets. This is the perfect time to focus on managing and uncovering risks in your portfolio, and Magnifi is here to help.

Are you asking yourself:

Do I have any hidden risks?

Are you overpaying in fund fees?

How might interest rate cuts impact your portfolio?

Magnifi’s AI-powered platform brings clarity to your investments, providing tools for Portfolio Analysis, Market Trends and Impact Analysis. Whether you’re tracking sector exposure, monitoring market moves, or testing strategies with virtual portfolios, Magnifi ensures you’re prepared for any shift.

Why Moby Loves Magnifi’s Ability to Manage and Uncover Risks Like a Pro:

  • Managing Investment Risks
    One in three Americans avoids investing out of fear of losing money, according to a recent Magnifi survey. But with Magnifi’s advanced tools, you can manage risks effectively and confidently put your money to work.

  • Uncover Hidden Risks
    Many ETFs and mutual funds expose you to concentrated sectors like tech or energy, increasing your risk. Magnifi reveals these imbalances and provides expert advice to optimize your holdings across all your accounts – from Schwab to Robinhood.

  • Fund-Fee Analysis
    Stop overpaying for funds. Magnifi identifies high fees in your portfolio and compares alternatives. For example, VOO vs. SPY – both track the S&P 500, but VOO’s expense ratio is 0.03%, while SPY’s is 0.09%. That’s a $600 saving on a $10,000 investment! 

  • Impact Analysis
    Wondering how rate cuts might affect your portfolio? Magnifi’s tools let you evaluate the impact of economic changes – like interest rate shifts – so you can stay ahead of the curve.

Why We Trust Magnifi:

Magnifi users have linked over $2.8 billion in assets, reflecting its reliability and demand. Magnifi also partners with Plaid, a leader in financial security, to seamlessly connect 200+ investment platforms, including E*TRADE, Vanguard, and Fidelity. While also being powered by Morningstar and backed by trusted financial research Magnifi ensures to be built for investors.

Magnifi is also backed through powerful AI for better investing, giving you the ability to ask questions like, “How is my portfolio doing today?” or “What funds do well when rates rise?” giving you access to instant, actionable answers. Magnifi also uncovers fees, risks, and opportunities across your entire portfolio giving you the ability to track your investments, monitor returns, and spot market opportunities with real-team AI dashboards.

Bring clarity to your financial future. As a Moby reader, you can get your first month of Magnifi for only $9.99**. Get started today and unlock exclusive insights.

Your smarter, risk-managed investing starts here.

Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

*Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. All investments involve risks, including possible loss of principal. See Terms and Conditions at magnifi.com.

**Promotion Terms & Conditions: No promo code needed, the discount will apply at the end of the 7 day free trial. This promotion is eligible for first time Magnifi subscribers only, and can only be applied to a monthly subscription. The promotional discount will apply for the first 30 days of the subscription period, at which point, the subscription will renew at full prices. This newsletter contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this newsletter will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Magnifi LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.