IMPORTANT DISCLOSURE INFORMATION
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 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 useful 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 shall be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate in your portfolio or particular person scenario, or show profitable. Attributable to numerous elements, together with altering market circumstances 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 info 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 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 shall be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory providers. Monument is neither a legislation agency nor a licensed 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 costs is offered for assessment upon request or at www.monumentwealthmanagement.com/disclosures. Please Be aware: 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 get together, whether or not linked to Monument’s web site or weblog or included herein, and takes no accountability for any such content material. All such info 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 normal informational/comparability functions solely, and customarily don’t mirror the deduction of transaction and/or custodial costs, the deduction of an funding administration payment, 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 Be aware: (1) efficiency outcomes don’t mirror the affect of taxes; (2) comparative benchmarks/indices could also be roughly risky than your Monument accounts; and, (3) an outline of every comparative benchmark/index is offered upon request.
Please Keep in mind: In case you are a Monument consumer, please contact Monument, in writing, if there are any modifications in your private/monetary scenario or funding targets for the aim of reviewing/evaluating/revising our earlier suggestions and/or providers, or if you want to impose, add, or to switch any cheap restrictions to our funding advisory providers. Until, and till, you notify us, in writing, on the contrary, we will proceed to offer providers as we do presently. Please Additionally Keep in mind to advise us when you have not been receiving account statements (at the least quarterly) from the account custodian.