@sammygara:

Sammy Gara
Sammy Gara
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Wednesday 21 October 2026 21:36:51 GMT
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Move a set $500* each month. That’s how some apps want you to invest. But your bills may not stay the same each month. @myadvizmo  works differently. We plan around your bills. We look at what’s coming up, rent, credit cards, utilities, and figure out what’s extra. We move when the money’s there. Not once a week. Not once a month. When there’s extra cash, we start the transfer and invest it. We move money both ways. If a big bill is coming and checking is running low, we move money back. We manage the taxes too, in a tax-smart way. Each day we look for tax-loss harvesting opportunities. When you sell, we pick the shares designed to cost you less in taxes. You choose how it’s invested. Diversified ETF portfolios, or large-cap direct indexing starting at $5,000*. Either way, the same automation and tax management apply. Advizmo is built to figure out your extra cash from your upcoming bills and invest it automatically. Runs on your preferences. Change them anytime. Link in bio to learn more. #Investing #AutomatedInvesting #CashManagement #DirectIndexing #PersonalFinance *Hypothetical illustration. Not a guarantee of future results. Not tax advice. Individual results vary. Estimates only. Review before investing. Not a guarantee. All investing involves risk, including possible loss of principal. Advizmo advisory fee and subscription apply. Advizmo is an SEC-registered investment adviser (File No. 801-133876). Registration does not imply a certain level of skill or training.
Move a set $500* each month. That’s how some apps want you to invest. But your bills may not stay the same each month. @myadvizmo works differently. We plan around your bills. We look at what’s coming up, rent, credit cards, utilities, and figure out what’s extra. We move when the money’s there. Not once a week. Not once a month. When there’s extra cash, we start the transfer and invest it. We move money both ways. If a big bill is coming and checking is running low, we move money back. We manage the taxes too, in a tax-smart way. Each day we look for tax-loss harvesting opportunities. When you sell, we pick the shares designed to cost you less in taxes. You choose how it’s invested. Diversified ETF portfolios, or large-cap direct indexing starting at $5,000*. Either way, the same automation and tax management apply. Advizmo is built to figure out your extra cash from your upcoming bills and invest it automatically. Runs on your preferences. Change them anytime. Link in bio to learn more. #Investing #AutomatedInvesting #CashManagement #DirectIndexing #PersonalFinance *Hypothetical illustration. Not a guarantee of future results. Not tax advice. Individual results vary. Estimates only. Review before investing. Not a guarantee. All investing involves risk, including possible loss of principal. Advizmo advisory fee and subscription apply. Advizmo is an SEC-registered investment adviser (File No. 801-133876). Registration does not imply a certain level of skill or training.

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