Monday, August 1, 2022
HomeWealth ManagementErin’s Monday Morning Quarterbacking - Monument Wealth Administration

Erin’s Monday Morning Quarterbacking – Monument Wealth Administration

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Please do not forget that previous efficiency is probably not indicative of future outcomes.  Several types of investments contain various levels of threat, 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 beneficial 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 likely be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate to your portfolio or particular person scenario, or show profitable.  As a consequence of numerous components, 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.

Please keep in mind that if you’re a Monument consumer, it stays your accountability to advise 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 providers, or if you want to impose, add, or to switch any cheap restrictions to our funding advisory providers. Until, and till, you notify us, in writing, on the contrary, we will proceed to offer providers as we do presently. To the extent {that a} reader has any questions concerning 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. Monument is neither a regulation 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 costs is obtainable for overview upon request or at https://monumentwealthmanagement.com/disclosures/. Please Notice: IF you’re a Monument consumer, please advise us when you’ve got not been receiving account statements (at the very least quarterly) from the account custodian.

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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 costs, 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 Notice: (1) efficiency outcomes don’t replicate the affect 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.

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