Mutual Fund Disclaimer:
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, are subject to market volatility and past performance does not necessarily indicate future performance. It is strongly advised that all investors read their prospectus of all mutual funds in which they intend to invest or are currently invested.
The recommendations and opinions expressed are those of Lewkowitz Financial and do not necessarily reflect those of Equity Associates Inc. They and are not specifically endorsed by Lewkowitz Financial or Equity Associates Inc.
This article is not intended to provide individual financial, legal, tax or investment advice bur rather is to be used for information purposes only. Particular investment or trading strategies should be evaluated relative to each individual’s objectives.
The use of borrowed funds is an excellent way to leverage one’s exposure to the markets. However, the potential for added returns comes with a significant level of added risk. Someone considering this investment tool should be aware of the potential for losses and discuss their tolerance for risk with their advisor. If used properly, Leveraged investing can be very rewarding.
Should you have any questions on the matter, please do not hesitate to discuss it with your advisor. In accordance with regulations set forth by our dealership, Equity Associates, here is a copy of our Leverage Disclosure. (Download).
Other Products and Services:
Your advisor may also offer insurance related products, tax services, financial planning and estate planning services, provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.