The 5 Keys to Building Generational Wealth - And What Most Investors Get Wrong

Join Austin Root, SAM CIO, and Marc Chaikin, Founder of Chaikin Analytics for our upcoming webinar!

It’s not a stock pick. It’s not an allocation tweak. And it’s not something most advisors are talking about.

Instead, it’s a smarter approach to structuring your portfolio—one that could help you build generational wealth.

On August 27th at 4pm ET, SAM CIO Austin Root will sit down with Marc Chaikin for a powerful one-on-one conversation to share this unique strategy—and how it can benefit you and your family for decades to come.

✔ What’s happening in today’s market, and where both risk and opportunity may be hiding

✔ How sticking to a single investing style can limit your perspective, and how a flexible, crossover approach may reveal new possibilities

✔ The common missteps that can hold investors back from achieving long-term success and how to avoid them

Learn more at www.stansberryam.com

Questions? Contact us at (646) 854-4370 or info@stansberryam.com

August 13, 2025