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The AssetBuilder (AB) constructed allocations have been developed based on historical performance of the standard asset classes (stocks, bonds and cash) and of representative market index fund measures. The data presented on this site is based on transactions that were not made. Instead, the trades were simulated, based on knowledge that was available only after the fact and thus with the benefit of hindsight. Results do not include the impact of taxes, if any. Past Returns are not indicative of future results.
Any of these materials are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service. AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and expenses carefully before investing.
Any opinions expressed on this site or in the articles are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service.
AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and expenses carefully before investing.
This site is for the use of clients and potential clients of AssetBuilder Inc. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. No client or prospective client should assume that the AssetBuilder web site serves as the receipt of, or a substitute for, personalized advice from AssetBuilder. No portion of the web site content should be interpreted as legal, accounting or tax advice. Current and prospective clients are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable based on investment objectives and personal and financial situation. Current and prospective clients should consult with an investment professional, or an attorney or tax professional regarding specific investment, legal or tax situation.
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