The views expressed are not necessarily the opinion of SagePoint Financial Inc. Information is based on sources believed to be reliable, however, their accuracy or completeness cannot be guaranteed.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Diversification and strategic asset allocation do not ensure a profit or protect against a loss. The process of rebalancing may carry tax consequences.
This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. You should discuss any tax, legal or investment planning matters with the appropriate professional.
All indexes are unmanaged and cannot be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock market. The Dow Jones Industrial Average (DJIA) commonly known as “The Dow”, is an index representing 30 stocks of companies maintained and reviewed by the editors of the Wall Street Journal. Index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary.
Contents provided by: The Academy of Preferred Financial Advisors, Inc. © 2021. All rights reserved.
PLEASE NOTE: The views expressed in the recommended publications are not necessarily the opinion of SagePoint Financial Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. We make no representation as to the completeness or accuracy of information provided in these publications. Nor is the company liable for any direct or indirect, information and programs made available in reading this literature. When you consider reading any of these recommended publications, you assume total responsibility and risk. These professionals are not affiliated nor endorsed by SagePoint Financial Inc. The information that may be provided is not intended to be a substitute for specific individualized tax, legal, or estate planning advice.
Securities and investment advisory services offered through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.