Risk Management

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Certain portions of this web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, FWPP (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from FWPP, or from any other investment, tax, or financial professional. FWPP is neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. FWPP recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendation perceived to have been made in this web site. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with FWPP of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by FWPP) or product referred to directly or indirectly by FWPP in its web site, or indirectly via a link to an unaffiliated third-party web site, will be profitable or equal the corresponding indicated performance level(s). The standard deviations, information ratios and allocation targets may be higher or lower at any time. There is no guarantee that these measurements will be achieved. The information provided should not be considered a recommendation to purchase or sell a particular security. Any specific securities identified do not represent all the securities purchased, sold or recommended for advisory clients, and may be only a small percentage of the entire portfolio and may not remain in the portfolio at the time you receive this report. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Due to differences in actual account allocations, account opening date, timing of cash flow in or out of the account, rebalancing frequency, and various other transaction-based or market factors, a client’s actual return may be materially different than those portrayed in the model results. The reader should not assume that any investments in sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results. The information provided may contain projections or other forward-looking statements regarding future events, targets, or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. The charts depicted within this presentation are for illustrative purposes only and are not indicative of future performance. The data do not reflect the material differences between stocks, bonds, bills, and inflation, such as fees (including sales and management fees), expenses or tax consequences. Each client and prospective client agree, as a condition precedent to his/her/its access to FWPP web site, to release and hold harmless FWPP, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from FWPP. Hyperlinks The information being provided is strictly as a courtesy. 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