Disclosure

This publication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This publication should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made by the Author, in the future, will be profitable or equal the performance noted in this publication.

The holdings identified do not represent all of the securities purchased, sold, or recommended for advisory clients of Clarified Wealth Management dba Clarified Wealth Advisory and the reader should not assume that investments in the securities identified and discussed were or will be profitable.

One cannot invest directly in an index. Index is unmanaged and index performance does not reflect deduction of fees, expenses, or taxes.
This publication contains statements that are, or may be considered to be, forward-looking statements. All statements that are not historical facts, including statements about our beliefs or expectations, are “forward-looking statements” within the meaning of The U.S. Private Securities Litigation Reform Act of 1995. These statements may be identified by such forward-looking terminology as “expect,” “estimate,” “plan,” “intend,” “believe,” “anticipate,” “may,” “will,” “should,” “could,” “continue,” “project,” or similar statements or variations of such terms. Our forward-looking statements are based on a series of expectations, assumptions, and projections, are not guarantees of future results or performance, and may involve substantial risks and uncertainty. All of our forward-looking statements are as of the date of this report only. We can give no assurance that such expectations or forward-looking statements will prove to be correct. Actual results may differ materially. You are urged to carefully consider all such factors.
All opinions and estimates constitute Clarified Wealth Management dba Clarified Wealth Advisory’s judgment as of the date the information was printed and are subject to change without notice. Clarified Wealth Management dba Clarified Wealth Advisory does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk.

Federal tax advice disclaimer: As required by U.S. Treasury Regulations, you are informed that, to the extent this publication includes any federal tax advice, the publication is not written by Clarified Wealth Management dba Clarified Wealth Advisory to be used, and cannot be used, for the purpose of avoiding federal tax penalties. Use of any information presented by Clarified Wealth Management dba Clarified Wealth Advisory is for general information only and does not represent individualized tax advice, either express or implied. You are encouraged to seek professional tax advice for income tax questions and assistance.