Investment Disclosures

Porterfield Wealth Management, LLC and CreativeOne Wealth, LLC do not provide tax or legal advice. For information on your personal tax or estate plan, please contact your tax or legal advisor.

Remember there is always inherent risk when investing, including but not limited to, loss of principal.  Always consider portfolio objectives, investment charges and expenses before investing.  It is also important to set reasonable exceptions as it pertains to investment risk.  You should always read the prospectus and/or summary prospectus carefully before investing.

When building a portfolio we may look at it from a historical perspective.  Remember past performance doesn’t guarantee future results, but using historical performance can provide insight needed when building a portfolio. Diversification across asset classes, although not a guaranteed, is also a critical tool used to mitigate risk when building your portfolio.

Equity investments generally involve greater risk than other asset classes and are subject to market fluctuation.  These risks may include currency, political, social and economic risk.  Within Equity asset class sub-sectors, there are greater than average risks.  International investments also contain risk that are not associated with U.S. domestic issues, such as changes in currency, governmental regulations and economic conditions.

Income investments generally involve less risk than equity investments but still carry risk associated with interest rate, credit and markets.  Within fixed-income asset class sub-sectors, there are greater than average risks, with non-investment grade and price volatility.