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Beagle Invest, LLC is an SEC-registered investment advisor. Clearing and execution services, along with qualified custodian services for advisory assets, are provided by Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA/SIPC. Securities in accounts are protected up to $500,000 (visit SIPC’s website for details).

By using this website, you acknowledge that all information presented is for informational purposes only and agree to the Terms of Use and Privacy Policy. Educational articles and support materials are for general guidance. Use of third-party company logos does not imply affiliation or endorsement. Beagle Invest, LLC reserves the right to modify or revoke any offers at any time.

Investing involves risks, including the loss of principal. Past performance does not guarantee future results. Consider your investment objectives, along with fees and expenses, before investing. ETF fees will reduce returns, and details are available in the respective ETF prospectus.

Portfolio recommendations are based on the financial and risk profiles provided by clients. Ensure your profile is current and update it promptly if your financial circumstances or investment objectives change.

When considering a retirement account rollover, carefully evaluate your personal circumstances, including investment options, fees, expenses, penalties, and protections. Compare these factors with your current account and consult with your financial and tax advisor before making a decision.

Beagle Invest, LLC offers Individual 401(k) accounts with loan provisions at an interest rate equal to the prime rate plus 1–2 percentage points. Interest paid on loans is contributed back to the client’s 401(k) account but is non-tax-deductible. Loans may reduce the account's investment value, affecting growth potential, and should be carefully considered.

Review Form CRS, Form ADV Part II, and other risk disclosures for more details.

Registration as an investment advisor does not imply specific expertise or approval by the SEC or state securities authorities. All investments carry risks, and no strategy can guarantee profits or protect against capital loss.

This website's content is not intended to serve as tax advice and should not replace guidance from a professional tax advisor.