Monument Wealth Presents at Barron’s Advisor Crew Summit


IMPORTANT DISCLOSURE INFORMATION

Please do not forget that previous efficiency isn’t any assure of future outcomes.  Various kinds 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 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 stage(s), be appropriate in your portfolio or particular person scenario, or show profitable.  As a consequence of varied components, together with altering market situations and/or relevant legal guidelines, the content material might 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, personalised funding recommendation from Monument. To the extent {that a} reader has any questions concerning the applicability of any particular situation 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 must be construed {that a} sure stage of outcomes or satisfaction will probably be achieved if Monument is engaged, or continues to be engaged, to supply funding advisory providers. Monument is neither a regulation agency nor an authorized public accounting agency and no portion of the weblog content material must be construed as authorized or accounting recommendation.

A duplicate of Monument’s present written disclosure Brochure discussing our advisory providers and charges is obtainable for evaluate upon request or at www.monumentwealthmanagement.com/disclosures. Please Word: 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 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 data is offered solely for comfort functions solely and all customers thereof must be guided accordingly.

Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been offered for basic informational/comparability functions solely, and customarily don’t replicate the deduction of transaction and/or custodial prices, the deduction of an funding administration charge, nor the affect 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 Word: (1) efficiency outcomes don’t replicate the affect of taxes; (2) comparative benchmarks/indices could also be kind of risky than your Monument accounts; and, (3) an outline of every comparative benchmark/index is obtainable upon request.

Please Keep in mind: In case you are 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 want 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 supply providers as we do at present. Please Additionally Keep in mind to advise us you probably have not been receiving account statements (not less than quarterly) from the account custodian.

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