IMPORTANT DISCLOSURE INFORMATION
Please do not forget that previous efficiency is not any assure of future outcomes. Various kinds of investments contain various levels of threat, and there could be no assurance that the long run efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods really helpful or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to instantly or not directly on this weblog will likely be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate to your portfolio or particular person state of affairs, or show profitable. On account of numerous elements, together with altering market situations and/or relevant legal guidelines, the content material could not be reflective of present opinions or positions. Furthermore, you shouldn’t assume that any dialogue or info contained on this weblog serves because the receipt of, or as an alternative to, personalised funding recommendation from Monument. To the extent {that a} reader has any questions relating to the applicability of any particular problem mentioned above to his/her particular person state of affairs, he/she is inspired to seek the advice of with the skilled advisor of his/her selecting. No quantity of prior expertise or success needs to be construed {that a} sure degree of outcomes or satisfaction will likely be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory companies. Monument is neither a regulation agency nor a licensed public accounting agency and no portion of the weblog content material needs to be construed as authorized or accounting recommendation.
A replica of Monument’s present written disclosure Brochure discussing our advisory companies and costs is out there for evaluate upon request or at www.monumentwealthmanagement.com/disclosures. Please Notice: Monument doesn’t make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any info ready by any unaffiliated third celebration, whether or not linked to Monument’s web site or weblog or included herein, and takes no duty for any such content material. All such info is supplied solely for comfort functions solely and all customers thereof needs to be guided accordingly.
Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been supplied for normal informational/comparability functions solely, and usually don’t mirror the deduction of transaction and/or custodial costs, the deduction of an funding administration charge, nor the affect of taxes, the incurrence of which might have the impact of reducing 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 mirror the affect 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 state of affairs or funding targets for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you need to impose, add, or to switch any affordable restrictions to our funding advisory companies. Except, and till, you notify us, in writing, on the contrary, we will proceed to offer companies as we do presently. Please Additionally Bear in mind to advise us in case you have not been receiving account statements (at the least quarterly) from the account custodian.
