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WorthPointe manages its clients’ accounts using a variety of investment techniques over a variety different investments strategies that involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. WorthPointe techniques and strategies are not necessarily discussed on the website/media.


Past Performance is not indicative of future results and should not be viewed as indicative of an advisor’s skill. Not all predictions were as accurate and not all investment outcomes were as successful as those that may be discussed on WorthPointe’s website/media. Information on this website/media may reflect the use of forward-looking statements, which were based on beliefs held as of the publication date. Developments in financial markets, geographic regions, geopolitical events or other factors may affect the efficacy and eventual outcomes of these beliefs at any time. No financial investment should be made based solely on these forward-looking statements. Global investing can involve additional risks such as currency fluctuation risk. All investment programs can involve the loss of principal and may to volatile. Even strategies designed to protect, or “hedge”, will not eliminate all volatility or eliminate the potential for all losses. Options trading is generally more complex than stock trading and may not be suitable for some investors. Before trading options, a person should review the document titled Characteristics and Risks of Standardized Options, available online (www.theocc.com/components/docs/riskstoc.pdf) or through their custodian. Though hedging positions may have a historically high correlation to the core portfolio holdings, there is no guarantee the inverse correlation will continue or occur at the proper magnitude necessary for loss limitations. The hedges come at a cost and therefore prevent a portfolio from being fully invested in the underlying core positions. Hedging does not eliminate all volatility or losses.

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