1 The appropriateness of a 60/40 investment strategy or any other strategy will depend on your individual circumstances and objectives. Changes in market conditions and personal financial needs should be considered when reassessing your investment strategy.
2 Fixed Indexed Annuities are insurance products that also involve investment risks, including the possible loss of principal. Their features, benefits, limitations, and suitability will vary depending on individual circumstances. Fl As are not a direct investment in the stock market and may involve fees and charges. Annuity guarantees are backed by the financial strength of the claims paying ability of the issuing insurance company.
* Performance numbers for illustrative purposes only. Any presentation of back-tested performance is hypothetical. was compiled after the end of the period advertised. and does not represent decisions made by Trek Financial LLC during the period described.
**Source: American National Insurance Company ASIA Plus 10 Fixed Indexed Annuity
***Source: iShares Core U.S. Aggregate Bond ETF (AGG)
Investment Advisory Services offered through Trek Financial LLC.. an (SEC) Registered Investment Advisor.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation. and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.
Trek has relied upon and assumed, without independent verification, the accuracy and completeness of all information contained in the information (including, but not limited to, information obtained from third parties unrelated to Trek). The information may change at any time without notice, and there is no duty to update any person to whom this information is provided. Trek expressly disclaims liability for errors or omissions in the information presented in the Materials and for any loss or damage arising out of the use or misuse or reliance on the information provided, including, without limitation, any loss of profit or any other damage, direct or consequential. No warranty of any kind, implied, expressed or statutory, is given in conjunction with the information set forth in the Materials.
This document is for informational purposes only. All information is assumed to be correct but the accuracy has not been confirmed and therefore is not guaranteed to be correct. Information is obtained from third party sources that may or may not be verified. The information presented should not be used in making any investment decisions. It is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose. All comments and discussion presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events. Past performance is not an indication of future performance. Any financial and/or investment decision may incur losses.
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