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 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 really helpful 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 degree(s), be appropriate in your portfolio or particular person scenario, or show profitable. As a result of varied elements, together with altering market circumstances and/or relevant legal guidelines, the content material might 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 relating to the applicability of any particular problem 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 degree 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 regulation agency nor a licensed 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 on the market for evaluate upon request or at www.monumentwealthmanagement.com/disclosures. Please Observe: 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 integrated herein, and takes no duty for any such content material. All such info 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 common informational/comparability functions solely, and usually don’t replicate the deduction of transaction and/or custodial costs, 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 Observe: (1) efficiency outcomes don’t replicate the influence 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 on the market 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 need to impose, add, or to change any affordable 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 the moment. Please Additionally Bear in mind to advise us you probably have not been receiving account statements (at the least quarterly) from the account custodian.
