Important Disclosures

About the Content on this Site

The opinions voiced on this site are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance reference is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

Stock investing involves risk including loss of principal.

The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Investing in real estate investment trusts (REIT’s) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of the program will be attained.

The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries, and widely held by individuals and institutional investors.

The NASDAQ Composite Index measures aall domestic and non-U.S. based common stocks listed on the NASDAQ Stock Market. The Market value, the last sale price multiplied by total shares outstanding is calculated throughout the trading day, and is related to the total calue of the Index.

Investing in mutual funds involves risk, including possible loss of principal. Investments in specialized industry sectors have additional risks, which are outlined in the prospectus.

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other important information about the investment company. You can obtain a prospectus from your financial representative. Read carefully before investing.

An investment in Exchange Traded Funds (ETF) structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in STF’s involves additional risks: not diversified, the risks or price volatility, competitive industry pressure, international political and economi developments, possible trading halts, and index tracking errors.

Increase in interest rates will cause the prices of bonds and bond mutual funds to decline.

High yield / junk bonds are not investment grade securities, involve substantial risks and generally should be part of a diversified portfolio for sophisticated investors.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you. consult your financial advisor prior to investing. All performnance referenced is historical and is no gurantee of future results. All indices are unmanaged and cannot be invested into directly.

LPL Financial

Some of the research material on this site has been prepared by LPL Financial.

The LPL Financial family of affiliated companies includes LPL Financial and UVEST Financial Services Group, Inc., each of which is a member of FINRA/SIPC.

To the extent you are receiving investment advice from a separately registered independent investment advisor, please note that LPL Financial is not an affiliate of and make no representation with respect to such entity.

The LPL Financial registered representative associated with this site only discuss and/or transact securities business with residents of following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Illinois (IL), Maine (MN), Maryland (MD), Massachusetts (MA), Michigan (MI), Montana (MT), Nevada (NV), New York (NY), North Carolina (NC), New Mexico (NM), Pennsylvania (PA), Oklahoma (OK), Oregon (OR), South Carolina (SC), Texas (TX), Washington (WA), Washington (DC)

We are licensed to sell insurance products in the following states: California (CA), Oregon (OR), Texas (TX)

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Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC

Not FDIC or NCUA/NCUSIF Insured | No Bank or Credit Union Guarantee | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank/Credit Union Deposit

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