Information in these blog posts are from sources believed to be reliable, however, we cannot represent that they are accurate or complete. They are provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of the author, Vince Herlaar, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision.
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. The indicated rates of return are the historical annual compounded total returns of the participating funds assuming the investment strategy recommended by the asset allocation service is used and after deduction of the fees and charges in respect of the service. The indicated rates of return include changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Management fees and expenses may be associated with exchange-traded fund investments. ETFs are not guaranteed; their values change frequently and past performance may not be repeated.
Data in tables, charts, attachments, etc., is from sources believed to be reliable, but accuracy cannot be guaranteed.
No recommendation of any product or service should be made without a thorough review of an individual’s financial goals and risk tolerance.
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