All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.
Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).
No portion of the website shall be construed as a solicitation to buy or sell any specific security or investment product or to engage in any particular investment strategy. In addition, this website shall not constitute the provision of personalized investment, tax or legal advice, and investors shall not assume this website serves as a substitute for personalized individual advice. Information contained on this website may have been derived from third-party sources that CAWM believes to be reliable; however CAWM does not control such information and does not guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Links or references to third-party websites are provided as a convenience and do not constitute an endorsement by CAWM, and the Firm is not responsible for the content of any such websites.
Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.
*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html
