Podcast Disclosure

Abacus Wealth Partners, LLC (“Abacus)” is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is accurate as of the date it was prepared.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Abacus and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Abacus unless a client service agreement is in place.  This material is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not an accounting or legal firm. Please consult with your tax or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you.

Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. No investor should assume that future performance will be profitable or equal either the previous reflected performance or that of the reference benchmarks. The historical performance results of the comparative benchmark do not reflect the deduction of the transaction and custodial charges or the deduction of an investment management fee, the incurrence of which would decrease indicated historical performance. The S&P index includes 500 leading companies in the US and is widely regarded as the best single gauge of large cap US equities. 

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