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Investments

Types of Investments


  • Individual Stocks & Bonds
  • Mutual Funds
  • Money Market Funds
  • Certificates of Deposit
  • Institutional Money Management Accounts
  • Municipal Bonds
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)
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 IMPORTANT DISCLOSURES

ProMark does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA / SIPC.  Promark and Woodbury Financial Services are not affiliated. 



This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, FL, ID, IL, IA, LA, MI, MN, NY, OK, TN, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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