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 danger, and there might be no assurance that the longer term 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 straight or not directly on this weblog will likely be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate on your portfolio or particular person scenario, or show profitable. Resulting from varied elements, together with altering market circumstances 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 data contained on this weblog serves because the receipt of, or as an alternative choice to, personalised 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 must 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 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 offered 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 data ready by any unaffiliated third get together, 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 normal informational/comparability functions solely, and usually don’t replicate the deduction of transaction and/or custodial expenses, 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 offered 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 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 affordable 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 presently. Please Additionally Bear in mind to advise us if in case you have not been receiving account statements (a minimum of quarterly) from the account custodian.
