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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 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 will probably be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate on your portfolio or particular person state of affairs, or show profitable. Resulting from numerous elements, together with altering market situations and/or relevant legal guidelines, the content material might 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 to, customized funding recommendation from Monument. To the extent {that a} reader has any questions relating to the applicability of any particular problem 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 ought to 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 a licensed public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation.
A replica of the Monument’s present written disclosure Brochure discussing our advisory companies and charges is offered for evaluate 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 occasion, whether or not linked to Monument’s web site or weblog or integrated herein, and takes no duty for any such content material. All such data is supplied solely for comfort functions solely and all customers thereof ought to be guided accordingly.
Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been supplied for normal informational/comparability functions solely, and usually don’t mirror the deduction of transaction and/or custodial expenses, the deduction of an funding administration price, nor the impression 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 Notice: (1) efficiency outcomes don’t mirror the impression 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 offered 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 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 switch any affordable restrictions to our funding advisory companies. Until, 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 when you’ve got not been receiving account statements (at the very least quarterly) from the account custodian.
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