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Monday, August 11, 2025

Monument Wealth Named Considered one of America’s High RIAs by Monetary Advisor Journal


IMPORTANT DISCLOSURE INFORMATION

Please keep in mind that previous efficiency isn’t any assure of future outcomes.  Various kinds of investments contain various levels of threat, and there may be no assurance that the long run 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 straight or not directly on this weblog might be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate to your portfolio or particular person state of affairs, or show profitable.  Because 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, customized funding recommendation from Monument. To the extent {that a} reader has any questions concerning 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. No quantity of prior expertise or success ought to be construed {that a} sure degree of outcomes or satisfaction might be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory companies. Monument is neither a regulation agency nor a licensed 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 companies and charges is offered for overview upon request or at www.monumentwealthmanagement.com/disclosures. Please Word: 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 included herein, and takes no accountability for any such content material. All such info is supplied 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 supplied for common informational/comparability functions solely, and usually don’t mirror the deduction of transaction and/or custodial costs, the deduction of an funding administration payment, nor the influence of taxes, the incurrence of which might have the impact of reducing 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 mirror the influence 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 offered upon request.

Please Keep in mind: In case you are a Monument consumer, please contact Monument, in writing, if there are any modifications in your private/monetary state of affairs or funding aims for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you need to impose, add, or to change any cheap restrictions to our funding advisory companies.  Except, and till, you notify us, in writing, on the contrary, we will proceed to offer companies as we do presently. Please Additionally Keep in mind to advise us when you’ve got not been receiving account statements (a minimum of quarterly) from the account custodian.

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