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Tools and Resources

Professional using a tablet outdoors, representing StoneX Wealth Management's platform tools and resources for navigating today's market
StoneX has a full array of sophisticated platform tools and resources to help you navigate in today's environment.
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Financial calculators

Knowledge is power, and StoneX Wealth Management is here to help make you powerful in terms of your financial literacy and acumen through the tools we make accessible.
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Tax resources

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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Glossary

StoneX Wealth Management has a full glossary available to help you understand the universe of financial terms and definitions.
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Any questions?

Whether you are a financial advisor, institution, or investor, learn more about StoneX Wealth Management here on the site or contact us directly.
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The information on this web site is not an offer to sell or a solicitation of an offer to but any security, not shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients to the global markets ecosystem- providing them with institutional- grade market access, end-to-end clearing and execution, and high-tough expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing.

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