The views expressed are those of Penniall & Associates, Inc. It is given for informational purposes only and is not a solicitation, investment advice or tax advice. These options do not necessarily reflect those of United Planners Financial Services, any regulatory body or other entities mentioned.
Past performance is not indicative of future results. Investing in the stock market involves risk and potential loss of principal. Diversification may help reduce volatility but it does not guarantee future performance and may not protect against loss. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available serves as the receipt of or substitute for, personalized individual advice from the adviser or any other investment professional. There is no guarantee that the views expressed in this communication will become reality. Investment strategies should be discussed with a financial adviser prior to implementing. Please consult Penniall & Associates, Inc. for more information.
No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website or indirectly via link to any third-party Website, will be profitable or equal to corresponding indicated performance levels.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.
This correspondence may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities and Exchange Act of 1934. Such forward-looking statements can generally be identified by our use of forward-looking terminology such as "may", "will", "expect", "intend", "anticipate", "estimate", "believe", "continue" or other similar words. Readers of this correspondence should be aware that there are various factors that could cause or contribute to such differences including, but are not limited to, changes in general economic and business conditions, industry trends, changes in government rules and regulations (including changes in tax laws) and increases in interest rates. Accordingly, readers are cautioned not to place undue reliance on these forward-looking statements which speak only as of the date of this correspondence. We do not make any representations or warranties (expressed or implied) about the accuracy of any such forward-looking statements. This is neither an offer nor a solicitation to purchase securities.