Financial Planning Counselors, Inc . DBA SmartPlan Investing “SmartPlan” is a state registered investment advisor which has been in business since 1984. Website, Blog, YouTube, Social Media, Newsletters and Podcast - UnCommon Cents’ content is based on the views of the host and or writer. Other persons may analyze investments and the approach to money, investing , taxes or other subjects from a different perspective than that reflected. Nothing included herein is intended to infer that the approach to investing espoused in our social media will assure any particular investment results.
Presentations conducted online pose a number of issues that in-person presentations do not. For example, it can often be difficult for a viewer to read the footnotes/endnotes to a presentation that was conducted live online on their computer monitor at home. SmartPlan Investing's presentations often depict performance statistics (both actual and hypothetical) for educational purposes, and those sections often have a substantial amount of disclaimers. In recognition of this, SmartPlan Investing will provide any footnotes/endnotes to viewers upon request. Additional information can also be obtained from the SmartPlan Investing website as well as mutual fund prospectuses and other reports related to our investments.
Past performance is no guarantee of future results. All investing involves risks and costs and clients may experience a loss. SmartPlan Investing will therefore provide any GIPS composites or footnotes/endnotes to viewers upon request. Additional information, including GIPS composites referenced in presentations can also be obtained from the SmartPlan Investing website as well as mutual fund prospectuses and other reports related to our investments.
All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. No investment strategy, including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
This is not an offer or sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This podcast is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by SmartPlan Investing in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information should not be construed as financial or investment advice on any subject matter.
The thoughts and opinions of guests do not necessarily represent the ideas of SmartPlan Investing. You should seek professional advice on any subject matter.
Any securities mentioned are no a recommendation, for recommendations seek advice from a professional.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS