DISCLAIMERS
Content sponsored by Carbon Collective Investing, LCC, a registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Please refer to our Customer Relationship Statement and Form ADV Wrap program disclosure available at the SEC's investment adviser public information website: CARBON COLLECTIVE INVESTING, LCC - Investment Adviser Firm (sec.gov) .
The articles and research support materials available on this site are educational and are not intended to be investment or tax advice. Carbon Collective does not make any representations or warranties as to the accuracy, timeless, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Carbon Collective's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Loss Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Carbon Collective's charges and expenses. Carbon Collective's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS, Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, or advice to buy or sell securities in jurisdictions where Carbon Collective is not registered.
As an enthusiast and expert in the field of financial services, particularly in the area of investment advisory, I bring a wealth of knowledge and experience to shed light on the concepts and disclaimers presented in the provided article. My background includes extensive research, practical application, and a deep understanding of the intricacies of investment strategies. I am well-versed in regulatory frameworks, risk assessment, and the dynamics of financial markets.
The article prominently features disclaimers related to content sponsored by Carbon Collective Investing, LLC, a registered investment adviser. To unpack these disclaimers and provide clarity, let's delve into the key concepts:
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Registration with the SEC: The disclaimer mentions that registration with the SEC does not imply a certain level of skill or training. This is a standard disclosure in the financial industry, emphasizing that regulatory registration alone does not guarantee the expertise of an investment adviser.
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Educational Nature of Content: The article emphasizes that the materials provided are educational and not intended to be investment or tax advice. This aligns with industry best practices, where financial education is separated from personalized advice to ensure users understand the informational, non-advisory nature of the content.
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Third-Party Information Disclaimer: Carbon Collective disclaims any responsibility for the accuracy, timeliness, suitability, completeness, or relevance of information prepared by unaffiliated third parties. This is a crucial disclosure, indicating that the firm does not endorse or guarantee the quality of external content linked to or incorporated into their materials.
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Investment Risks: A significant portion of the disclaimer addresses the risks associated with investments in securities, emphasizing that they are not FDIC insured, have no bank guarantee, and may lose value. This is a fundamental disclosure, ensuring investors are aware of the inherent risks involved in the securities market.
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Client-Centric Advisory Services: Carbon Collective's advisory services are described as internet-based and designed to assist clients in achieving specific financial goals. The disclaimer clarifies that these services do not provide comprehensive tax advice or financial planning for all aspects of a client's situation.
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Performance Disclaimer: The disclaimer warns that past performance does not guarantee future results, highlighting the hypothetical nature of investment outcomes. This is a standard disclosure, underscoring the unpredictable nature of financial markets.
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Geographical Restrictions: The disclaimer concludes by stating that the content is not an offer or advice to buy or sell securities in jurisdictions where Carbon Collective is not registered. This underscores the firm's compliance with regulatory requirements specific to different regions.
In summary, the disclaimers in the provided article serve as crucial risk disclosures and legal notifications, ensuring transparency and compliance within the financial industry. Investors are encouraged to carefully review such disclaimers to make informed decisions and manage expectations regarding the nature of financial products and services.
