IMPORTANT DISCLOSURE INFORMATION
Please keep in mind 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 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 straight or not directly on this weblog can be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate on 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 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 relating to the applicability of any particular subject 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 can be achieved if Monument is engaged, or continues to be engaged, to supply 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 replica of Monument’s present written disclosure Brochure discussing our advisory providers and charges is accessible 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 accountability 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 common informational/comparability functions solely, and usually don’t replicate the deduction of transaction and/or custodial costs, the deduction of an funding administration charge, 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 Word: (1) efficiency outcomes don’t replicate the affect of taxes; (2) comparative benchmarks/indices could also be kind of unstable than your Monument accounts; and, (3) an outline of every comparative benchmark/index is accessible upon request.
Please Bear in mind: If you’re 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 switch any affordable restrictions to our funding advisory providers. Except, 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 you probably have not been receiving account statements (at the very least quarterly) from the account custodian.