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 may be no assurance that the long run efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods advisable 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 probably be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate on your portfolio or particular person scenario, or show profitable. Because of varied elements, together with altering market situations and/or relevant legal guidelines, the content material could now 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 concerning the applicability of any particular challenge 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 degree of outcomes or satisfaction will probably be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory providers. Monument is neither a regulation 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 replica of Monument’s present written disclosure Brochure discussing our advisory providers and costs is accessible 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 social gathering, 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 info is offered 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 offered for basic informational/comparability functions solely, and usually don’t replicate the deduction of transaction and/or custodial prices, the deduction of an funding administration charge, nor the influence 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 replicate the influence 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 accessible upon request.
Please Bear in mind: If you’re a Monument consumer, 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 present. Please Additionally Bear in mind to advise us if in case you have not been receiving account statements (at the very least quarterly) from the account custodian.