WEBINAR 7 HABITS OF FINANCIALLY SUCCESSFUL PEOPLE

What are the keys to building wealth? Simple habits. Mike offers some specific advice for newer investors in this client briefing webinar.

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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Brown Family Wealth Advisors and not necessarily those of Raymond James.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Bond prices and yields are subject to change based upon market conditions and availability. It bonds are sold prior to maturity, you may receive more or less than your initial investment. There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise.

Dividends are not guaranteed and must be authorized by the company’s board of directors.

Investors should carefully consider the investment objectives, risks, charges, and expenses of mutual funds. The prospectus contains this and other information about mutual funds. The prospectus is available from our office [or from the fund company] and should be read carefully.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance.

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Investment products are: not deposits, not FDIC/NCUA insured, not insured by a government agency, not bank guaranteed, subject to risk and may lose value.