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Mutual Fund Disclaimer

“Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund fact prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.”   The recommendations and opinions expressed are those of Konda Financial and do not necessarily reflect those of Equity Associates Inc.  They are not specifically endorsed by Konda Financial or Equity Associates.  Any strategy is reviewed on a case by case basis.  Information provided is not intended to provide individual financial, legal, tax or investment advice but rather used for information purposes only.  Particular investment or trading strategies should be evaluated relative to each individual's objectives.

Leverage Disclosure Disclaimer

The use of borrowed funds is an excellent way to leverage one's exposure to the markets.  However, the potential for added returns comes with a significant level of added risk.  Someone considering this investment tool should be aware of the potential for losses and discuss their tolerance for risk with their advisor.  If used properly, leveraged investing can be very rewarding.

* link to Equity Associates Leverage Disclosure Document   

Illustration Disclaimer

The rate of return or mathematical tables shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect the future values of the mutual fund or returns on investments in the mutual fund.

Other Products and Services

Your advisor may also offer insurance related products, tax services. financial planning and estate planning services, provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer.  Any activities related to such other occupations are not the business of the dealer and are not the responsibility of the dealer.