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Quiet Foundation's EPI and "Peace of Mind" Feature

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Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

James joins Liz for another discussion on the quiet foundation's offerings.

Previously, James and Jenny analyzed a portfolio with quiet foundation's Exploratory Portfolio Intelligence (EPI). Today, Liz tweaks that portfolio based on their current holdings. Then, James goes over the "Peace of Mind" feature available through quiet foundation, explaining what it is and who it's for.

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