This site is intended to provide information relating to Jim Palumbo's books and media projects and EvangAlliance, Inc. EvangAlliance is not affiliated with Dynamic Advisor Solutions DBA Dynamic Wealth Advisors or Oxford Wealth Advisors. The views and opinions expressed are Jim Palumbo’s individually. There are links to the websites of Jim's investment advisory businesses that have their own disclosures and disclaimers that you should read before using any information on those websites.
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. This site is for informational purposes only. The information on this site is not presented as a source of investment, tax, or legal advice. You should not rely on statements or representations made on this site or by any externally referenced sources. If you need investment, tax or legal advice upon which you intend to rely in the course of your financial, business, or legal affairs, consult a competent financial advisor, independent accountant, or attorney. Information on this site is obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. We shall not be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.
Your use of this site is an acknowledgment that you have read and understood the full disclaimer.
Information presented is believed to be factual and up-to-date, but it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Past performance may not be indicative of future results. Therefore, no person should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. 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 particular investment portfolio.
Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Returns from index funds do not represent the performance of any investment advisory firm.
The views of the author are his alone and may not represent the views of his affiliated firms. Any data, information, and content on this blog is for information purposes only and should not be construed as an offer of advisory services.
The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Jim Palumbo is a Principal and an Investment Advisor Representative, of Dynamic Wealth Advisors dba Oxford Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange
Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd
#151367. You can contact us if you would like to receive a copy.