BEYOND 60/40

Financial advisory and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary

Educational services, namely, conducting classes, workshops, seminars, non-downloadable webinars and classes in the field of investing, alternate investments, and structured investment products; Providing online non-downloadable videos in the field of investing, alternative investments, and structured investment products; Providing online non-downloadable electronic publications in the nature of newsletters, blogs, and guides in the field of investing, alternative investments, and structured investment products