Insight

Spreadwise LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The content provided here is for general informational purposes only and is not intended as tax, legal, or accounting advice. You should consult with a qualified tax advisor, attorney, or accountant before acting on any of the information presented.

Investing involves risk, including the potential loss of principal. Outcomes are not guaranteed unless specifically stated. Prior to implementing any investment strategy, we recommend speaking with a licensed financial professional and/or tax advisor to determine its suitability for your unique situation.

All interest rate and tax-related information is current as of 06/26/2025 and represents Spreadwise LLC’s best available market estimates. The rates provided are illustrative only and do not constitute an offer or guarantee of execution at those levels.

*Displayed interest rates are examples only and may change with market conditions. Spreadwise’s advisory fees are not included in quoted rates.

†Any projected interest rate or tax benefit calculations are hypothetical and meant solely for illustrative purposes.

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