IMPORTANT DISCLOSURE INFORMATION
Please do not forget that previous efficiency is not any assure of future outcomes. Several types 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 beneficial 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 might be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate on your portfolio or particular person scenario, or show profitable. As a consequence of varied components, 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 relating to the applicability of any particular concern 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 needs to be construed {that a} sure stage of outcomes or satisfaction might be achieved if Monument is engaged, or continues to be engaged, to supply funding advisory providers. Monument is neither a legislation 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 duplicate of Monument’s present written disclosure Brochure discussing our advisory providers and costs is out there for evaluation 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 occasion, 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 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 customarily don’t replicate the deduction of transaction and/or custodial expenses, the deduction of an funding administration payment, nor the influence 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 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 out there upon request.
Please Bear 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 aims 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 supply providers as we do at present. Please Additionally Bear in mind to advise us when you have not been receiving account statements (at the very least quarterly) from the account custodian.
