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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Source
1. Return data from FACTSET
2. Strategies Research
3. Market targets are based on our current assumptions and expectations as of the date of publication and are subject to change. Additional information regarding the assumptions underlying these estimates is available upon request.
This commentary is provided for informational and educational purposes only. The information contained herein is not intended and should not be construed as individualized investment advice or a recommendation regarding any particular investment, strategy or course of action.
The opinions expressed are those of the author as of the date of publication, are subject to change without notice, and may differ from those of other Mariner investment professionals. Forward-looking statements, including market outlooks, projections and index targets, are based on current assumptions and expectations and are not guarantees of future results. Actual results may differ materially. Market and index performance information is provided for illustrative purposes only. Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment. Past performance, whether of an index or any investment, is not indicative of future results. Definitions of the indexes referenced in this commentary are available at: https://www.marinerwealthadvisors.com/index-definitions/.
The information provided herein is derived from sources believed to be reliable; however, we do not represent or warrant its accuracy, completeness or timeliness. It is provided “as is” without express or implied warranties.
There is no assurance that any investment, plan or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results, and nothing contained herein should be construed as an indication of future performance. Investors should consult with their financial, tax and legal advisers before making investment or financial decisions.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website. Registration of an investment adviser does not imply a certain level of skill or training.
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