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 might be no assurance that the longer term efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods advisable or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to instantly or not directly on this weblog can be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate on your portfolio or particular person scenario, or show profitable.  As a result of 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 relating to the applicability of any particular concern 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 ought to be construed {that a} sure stage of outcomes or satisfaction can be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory providers. Monument is neither a regulation agency nor an authorized public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation.

A replica of Monument’s present written disclosure Brochure discussing our advisory providers and charges is out there for evaluation 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 occasion, 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 ought to 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 replicate the deduction of transaction and/or custodial prices, the deduction of an funding administration charge, nor the impression 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 Be aware: (1) efficiency outcomes don’t replicate the impression of taxes; (2) comparative benchmarks/indices could also be roughly unstable than your Monument accounts; and, (3) an outline of every comparative benchmark/index is out there upon request.

Please Bear in mind: In case you are a Monument shopper, please contact Monument, in writing, if there are any modifications 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 change any affordable 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 at the moment. Please Additionally Bear in mind to advise us when you’ve got not been receiving account statements (a minimum of quarterly) from the account custodian.