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 will 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 immediately 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 scenario, or show profitable. Resulting from varied components, together with altering market circumstances 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 info 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 concerning the applicability of any particular situation 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 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 duplicate of Monument’s present written disclosure Brochure discussing our advisory companies and costs is obtainable for overview 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 social gathering, 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 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 basic informational/comparability functions solely, and usually don’t replicate the deduction of transaction and/or custodial expenses, the deduction of an funding administration price, nor the affect 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 affect of taxes; (2) comparative benchmarks/indices could also be roughly risky than your Monument accounts; and, (3) an outline of every comparative benchmark/index is obtainable 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 goals for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you want to impose, add, or to change any cheap 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 Bear in mind to advise us if in case you have not been receiving account statements (not less than quarterly) from the account custodian.