Footnotes And Sources
1. CNBC.com, May 30, 2024
2. CNBC.com, May 31, 2024
3. Investors Business Daily, May 30, 2024
4. IRS.gov, May 1, 2023
Investing involves risks, and investment decisions should be based on your own
goals, time horizon, and tolerance for risk. The return and principal value of
investments will fluctuate as market conditions change. When sold, investments
may be worth more or less than their original cost.
The forecasts or forward-looking statements are based on assumptions, may
not materialize, and are subject to revision without notice.
The market indexes discussed are unmanaged, and generally, considered
representative of their respective markets. Index performance is not indicative
of the past performance of a particular investment. Indexes do not incur
management fees, costs, and expenses. Individuals cannot directly invest in
unmanaged indexes. Past performance does not guarantee future results.
The Dow Jones Industrial Average is an unmanaged index that is generally
considered representative of large-capitalization companies on the U.S. stock
market. Nasdaq Composite is an index of the common stocks and similar
securities listed on the NASDAQ stock market and is considered a broad
indicator of the performance of technology and growth companies. The MSCI
EAFE Index was created by Morgan Stanley Capital International (MSCI) and
serves as a benchmark of the performance of major international equity
markets, as represented by 21 major MSCI indexes from Europe, Australia, and
Southeast Asia. The S&P 500 Composite Index is an unmanaged group of
securities that are considered to be representative of the stock market in
general.
U.S. Treasury Notes are guaranteed by the federal government as to the timely
payment of principal and interest. However, if you sell a Treasury Note prior to
maturity, it may be worth more or less than the original price paid. Fixed
income investments are subject to various risks including changes in interest
rates, credit quality, inflation risk, market valuations, prepayments, corporate
events, tax ramifications and other factors.
International investments carry additional risks, which include differences in
financial reporting standards, currency exchange rates, political risks unique to
a specific country, foreign taxes and regulations, and the potential for illiquid
markets. These factors may result in greater share price volatility.
Please consult your financial professional for additional information.
This content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. This material was developed and produced
by FMG Suite to provide information on a topic that may be of interest. FMG is
not affiliated with the named representative, financial professional, Registered
Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment
advisory firm. The opinions expressed and material provided are for general
information, and they should not be considered a solicitation for the purchase
or sale of any security.
Copyright 2024 FMG Suite.
