This information is for general informational purposes only and does not constitute investment advice or recommendations. We are not a fiduciary by providing the material or content herein. Investments or strategies mentioned may not be appropriate for all investors. We assume no duty to update this web page, or any information contained herein. We are not liable for any loss or damages arising from any action or investment decision based on information contained herein.
Equities: Equity security holders may receive less than their original investment. The value of equity securities may fluctuate due to market, sector, economic volatility, or actions of the issuer.
Fixed Income Securities: Fixed income securities, including bonds, are subject to risk. Fixed income securities carry interest rate risk, as well as inflation, liquidity, call, credit, and default risk. Fixed income securities sold or redeemed prior to maturity may be subject to loss.
Alternatives: Alternative investments may be subject to less regulation than other investments. They also may involve significant fees and utilize leverage or other speculative practices which may present a high degree of risk, including the loss of the amount invested.
Asset- and Mortgage-Backed Securities: Asset-backed securities are backed by pools of assets, such as loans or other receivables which may be unsecured. Asset-backed securities may be prepaid at any time, which may reduce their yield or market value. Mortgage-backed securities are subject to many of the same risks as asset-backed securities except that the underlying loans or receivables will often be secured by real property.
ALL INVESTMENTS CARRY RISK, INCLUDING THE RISK OF LOSS OF PRINCIPAL INVESTED. ASSET ALLOCATION AND DIVERSIFICATION DO NOT ENSURE A PROFIT OR PROTECT AGAINST A LOSS.
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