Case studies are intended to illustrate brokerage products and services available at Merrill and banking products and services available at Bank of America; information herein should not be considered an endorsement. Case studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. Investment results may vary. This material does not constitute advice and does not take into account your plan’s objectives, financial situation or needs and is not intended as a recommendation or solicitation for the purchase or sale of any security, financial product, or strategy. Before acting on any information in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek independent professional advice.
Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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