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 might be no assurance that the long run 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 immediately or not directly on this weblog will likely be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate in your portfolio or particular person state of affairs, or show profitable. On account of numerous components, 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 data contained on this weblog serves because the receipt of, or as an alternative choice to, customized 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 state of affairs, 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 will likely be achieved if Monument is engaged, or continues to be engaged, to supply funding advisory companies. Monument is neither a regulation agency nor an authorized public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation.
A replica of Monument’s present written disclosure Brochure discussing our advisory companies and costs is on the market for overview 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 celebration, whether or not linked to Monument’s web site or weblog or integrated herein, and takes no accountability for any such content material. All such data is offered 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 offered for basic informational/comparability functions solely, and usually don’t mirror the deduction of transaction and/or custodial fees, the deduction of an funding administration payment, nor the impression 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 Notice: (1) efficiency outcomes don’t mirror the impression 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 on the market upon request.
Please Bear in mind: In case you are a Monument shopper, please contact Monument, in writing, if there are any adjustments in your private/monetary state of affairs or funding targets for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you need to impose, add, or to change any affordable restrictions to our funding advisory companies. Except, and till, you notify us, in writing, on the contrary, we will proceed to supply companies as we do at the moment. Please Additionally Bear in mind to advise us you probably have not been receiving account statements (not less than quarterly) from the account custodian.