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Global Portfolio Strategy | May 8, 2025

Contact

Marc Jacobson & Associates

Office: 847-498-7181

Mobile: 847-561-3133

Fax: 847-559-8903

425 Huehl Road

Suite 16B

Northbrook, IL 60062

wendy.rosen@prudential.com

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment
Advisor, Member FINRA/ SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Marc Jacobson & Associates.

Wendy F. Jacobson-Rosen I CA Insurance License #0I91163 I AR Insurance License #2120869
Walter Cosmo I CA Insurance License #4119270 I AR Insurance
License #2162484 Charles Rosen I CA Insurance License
#4402071

Marc Jacobson and Associates does business in the following states:

Securities: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY (CA License #OB26888)

Life Insurance: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY (CA License #OB26888)

Variable Life Insurance: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY (CA License #OB26888)

Property & Casualty: IL, IN, FL, MI and WI

Health: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY (

The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor's situation. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.