The information included here is not intended to provide a comprehensive analysis of the topic discussed. These are general suggestions that may or may not apply. Everyone has distinct circumstances and requirements. As such, there is no guarantee that the suggestions referenced here will be helpful or applicable. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisors. Before making any decision or taking any action, you should consult with a professional tax and legal advisor who has been provided with all pertinent facts relevant to your situation. Hiring a qualified advisor or diversifying your portfolio does not guarantee investment success and does not ensure that a client or prospective client will experience a higher level of performance or results. All investment strategies have the potential for profit or loss.
EP Wealth Advisors, LLC ("EPWA") makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify the data included. The information presented was obtained from sources deemed to be reliable and deemed to be accurate as of the date of delivery. However, EPWA cannot guarantee the accuracy or completeness of the information offered. The content of this report is subject to change often and without notice.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio.