IMPORTANT DISCLOSURE INFORMATION
Please keep in mind that previous efficiency is not any assure of future outcomes. Various kinds of investments contain various levels of danger, and there may be no assurance that the long run 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 can be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate in your portfolio or particular person scenario, or show profitable. On account of numerous components, together with altering market circumstances and/or relevant legal guidelines, the content material could 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 to, personalised funding recommendation from Monument. To the extent {that a} reader has any questions relating to the applicability of any particular challenge 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 can be achieved if Monument is engaged, or continues to be engaged, to supply funding advisory providers. Monument is neither a legislation 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 costs is accessible for assessment 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 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 costs, the deduction of an funding administration charge, 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 accessible upon request.
Please Keep 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 targets 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. Except, and till, you notify us, in writing, on the contrary, we will proceed to supply providers as we do at present. Please Additionally Keep in mind to advise us in case you have not been receiving account statements (no less than quarterly) from the account custodian.