Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Clients are also encouraged to review Wipfli Financial’s Form ADV Part 3 (our “Customer Relationship Summary” or “Form CRS”). Wipfli Financial does not provide tax, accounting or legal services.
Information presented on this Website is general and educational in nature. Nothing on this Website should be interpreted as the receipt of, or as a substitute for, personalized investment or planning advice from Wipfli Financial. To the extent that a reader has any questions regarding the applicability of any specific issue discussed herein to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Wipfli Financial cannot be deemed engaged for any services until a written Investment Advisory Agreement, or a similar engagement document, has been entered into between Wipfli Financial and a prospective client.
The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
Any data that represent past investment performance, hypothetical or actual, are not indicative of future results. Performance can never be guaranteed. Investments can lose value, including the principal amount invested; and investments are subject to numerous risks, a detailed description of which is available in Wipfli Financial’s Form ADV Part 2A as described above. When any indices are presented or referenced, the reader should know that historical returns of indices do not reflect applicable transaction, management or other fees, the incurrence of which would decrease historical performance results. Indices are unmanaged and it is not possible to invest directly into an index. Index information has been compiled by Wipfli Financial from sources Wipfli Financial deems reliable but has not been independently verified. Historical performance results for investment indices and/or categories have been provided for general comparison purposes only. Any charts and graphs represented herein are for informational purposes only and cannot in and of themselves be used to determine which securities to purchase or sell, or when to purchase or sell securities.
Whenever any ratings or ranking of firms or individuals are presented, the reader should always consider the criteria on which the rating was based. These criteria may include, but is not limited to, whether any of the firm’s actual clients have been polled and how the sample size was created; has the firm solicited votes or responses; has the firm paid a fee to be ranked or considered for ranking; and whether unfavorable responses have been factored into the ranking along with the favorable ones.
Securities insurance products, when offered, may be offered — as described in Wipfli Financial’s Form ADV Part 2A and Form CRS — through Valmark Securities, Inc., member FINRA/SIPC; Office of Supervisory Jurisdiction: 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Wipfli Financial and Valmark Securities, Inc. are separate and non-affiliated entities.