Rates of return that may be presented are hypothetical in nature, not representative of an actual investment, and are provided for illustrative purposes only. These illustrations do not include the effect that fees may have on the performance of any investment. All investments involve risk, and there is no guarantee that any investment strategy will be successful or meet its stated objectives.
The information presented here is educational in nature and should not be considered a recommendation to buy or sell securities or the provision of tax or investment advice. Any discussions surrounding taxation are general in nature and are based on the speaker's understanding of the tax codes currently in effect. You should always consider your personal situation prior to making any financial decision and seek guidance from a qualified professional. Please review any prospectuses, disclosures, or offering documents carefully prior to investing.