Disclaimer: Please Read This Important Legal Information
Fidelity Independent Adviser Newsletter, Inc. (“FIAN”) is completely independent of, and not affiliated with, Fidelity Investments or any of the Fidelity mutual funds, The Vanguard Group or Charles Schwab. Additionally, FIAN is independent of, and not affiliated with any of the mutual fund or ETF providers referenced in the newsletters.
The newsletter and this website have been prepared for informational purposes only. FIAN believes that the information on this site, including but not limited to market or other financial information, is correct and reliable, but does not warrant that information contained on this site will be timely, accurate, uninterrupted or error-free. Before purchasing any mutual fund, investors should consider carefully information contained in the mutual fund prospectus, including investment objectives, risks, charges and expenses. Past performance is not a guarantee of future results. All investments involve risk including loss of principal.
FIAN provides links for your convenience to websites produced by other sources that may offer investment products and/or investment information. FIAN is not responsible for errors or missions in that material, and does not necessarily approve of or endorse the information provided.
The information and services described on this website are not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities law of such jurisdiction. All Information and content is furnished without any implied or express warranties. All information and content on this website is subject to applicable statutes and regulations.
All models and tables presented in this publication are the product of Fidelity Independent Adviser Newsletter, LLC, an independent financial newsletter publisher. Fidelity Independent Adviser is not a registered investment adviser and does not provide advice regarding whether a particular investment is appropriate for you. The model performance returns are compiled by Fidelity Independent Adviser from historical returns of a determined mix of selected mutual funds or exchange-traded funds based upon investment strategies. These results include the reinvestment of all dividends and capital gains.
The model results do not represent actual recommendations or trading. Model results may in some cases differ significantly from the results subscribers achieve, due in part to timing of the recommendations and market conditions. Model performance results may have inherent limitations. No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy. Model trading does not involve financial risk, and no model trading record can completely account for the impact of financial risk associated with actual trading. Other factors related to the markets in general or the implementation of any specific trading strategy that can adversely affect actual trading results cannot be fully accounted for in the preparation of model performance results. The volatility of the S&P 500, Wilshire 5000, Russell 2000, Dow Jones and Nasdaq indices may be materially different from that of the subscriber’s account, the securities holdings of which may differ significantly from those of the indices. The indices’ results shown reflect reinvestment of dividends unless otherwise noted. These indices have not been selected to represent appropriate benchmarks to compare performance, but rather are disclosed to allow for comparison of model performance to that of well-known, widely recognized indices. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including loss of all principal.