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 danger, and there could 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 useful 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 to your portfolio or particular person state of affairs, or show profitable. Because 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 info 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 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 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 replica of Monument’s present written disclosure Brochure discussing our advisory providers and charges is obtainable for assessment upon request or at www.monumentwealthmanagement.com/disclosures. Please Be aware: 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 get together, 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 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 customarily don’t mirror the deduction of transaction and/or custodial expenses, the deduction of an funding administration charge, nor the influence 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 Be aware: (1) efficiency outcomes don’t mirror 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 obtainable upon request.
Please Bear 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 aims for the aim of reviewing/evaluating/revising our earlier suggestions and/or providers, or if you need to impose, add, or to change any cheap 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 the moment. Please Additionally Bear in mind to advise us when you have not been receiving account statements (at the least quarterly) from the account custodian.