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 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 useful 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 probably be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate in your portfolio or particular person state of affairs, or show profitable. As a result of varied elements, together with altering market situations and/or relevant legal guidelines, the content material could 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 relating to the applicability of any particular situation 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 must be construed {that a} sure stage of outcomes or satisfaction will probably be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory companies. Monument is neither a legislation 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 companies and charges is out there for assessment 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 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 prices, the deduction of an funding administration price, 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 replicate the impression 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 out there upon request.
Please Keep in mind: In case you are a Monument consumer, please contact Monument, in writing, if there are any modifications 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 offer companies as we do at present. Please Additionally Keep in mind to advise us in case you have not been receiving account statements (at the least quarterly) from the account custodian.
