Please do not forget that previous efficiency isn’t any assure of future outcomes. Several types of investments contain various levels of threat, and there will be no assurance that the long run efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods beneficial or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to immediately or not directly on this weblog will likely be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate to your portfolio or particular person scenario, or show profitable. As a consequence of numerous elements, together with altering market circumstances and/or relevant legal guidelines, the content material might now not be reflective of present opinions or positions. Furthermore, you shouldn’t assume that any dialogue or data contained on this weblog serves because the receipt of, or as an alternative to, customized funding recommendation from Monument. To the extent {that a} reader has any questions concerning the applicability of any particular difficulty mentioned above to his/her particular person scenario, he/she is inspired to seek the advice of with the skilled advisor of his/her selecting. No quantity of prior expertise or success ought to be construed {that a} sure stage of outcomes or satisfaction will likely be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory providers. Monument is neither a legislation agency nor an authorized public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation. A duplicate of Monument’s present written disclosure Brochure discussing our advisory providers and charges is out there for assessment upon request or at monumentwealthmanagement.com/disclosures.
Please Notice: Monument doesn’t make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any data ready by any unaffiliated third get together, whether or not linked to Monument’s web site or weblog or integrated herein, and takes no accountability for any such content material. All such data is supplied solely for comfort functions solely and all customers thereof ought to be guided accordingly. Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been supplied for common informational/comparability functions solely, and customarily don’t replicate the deduction of transaction and/or custodial fees, the deduction of an funding administration payment, nor the impression of taxes, the incurrence of which might have the impact of lowering historic efficiency outcomes. It shouldn’t be assumed that your Monument account holdings correspond on to any comparative indices or classes.
Please Additionally Notice: (1) efficiency outcomes don’t replicate the impression of taxes; (2) comparative benchmarks/indices could also be roughly unstable than your Monument accounts; and, (3) an outline of every comparative benchmark/index is out there upon request.
Please Bear in mind: If you’re a Monument shopper, please contact Monument, in writing, if there are any adjustments in your private/monetary scenario or funding goals for the aim of reviewing/evaluating/revising our earlier suggestions and/or providers, or if you need to impose, add, or to change any cheap restrictions to our funding advisory providers. Except, and till, you notify us, in writing, on the contrary, we will proceed to offer providers as we do at the moment. Please additionally keep in mind to advise us you probably have not been receiving account statements (at the least quarterly) from the account custodian.
