Monday, July 25, 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 will not be indicative of future outcomes.  Various kinds 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 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 shall be worthwhile, equal any corresponding indicated historic efficiency degree(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 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.

Please bear in mind that if you’re a Monument consumer, it stays your duty to advise 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 providers, or if you want to impose, add, or to change 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 at present. To the extent {that a} reader has any questions relating to the applicability of any particular situation 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. Monument is neither a regulation agency nor a licensed public accounting agency and no portion of the weblog content material needs to be construed as authorized or accounting recommendation. A duplicate of Monument’s present written disclosure Brochure discussing our advisory providers and charges is obtainable for evaluation upon request or at https://monumentwealthmanagement.com/disclosures/. Please Word: IF you’re a Monument consumer, please advise us in case you have not been receiving account statements (a minimum of quarterly) from the account custodian.

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Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been offered for common informational/comparability functions solely, and customarily 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 Word: (1) efficiency outcomes don’t replicate the affect of taxes; (2) comparative benchmarks/indices could also be roughly risky than your Monument accounts; and, (3) an outline of every comparative benchmark/index is obtainable upon request.

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