Q3 Market Review

Disclosure:

 

General Information

The State of the Market is being presented by SPG Advisors LLC, a registered SEC investment advisor, and Synergy Asset Management, SPG’s investment management partner and a registered SEC investment advisor. Registration with the SEC does not imply a certain level of skill or training; rather, it indicates that the firm is subject to SEC oversight.

 

Do not assume that the information, opinions, or discussion contained herein is intended to serve as investment advice, a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information has not been prepared in response to any particular person’s investment objectives, financial situation, or needs. The material has been prepared or is distributed solely for information purposes. 

 

Seek Professional Advice

Attendees should not act on any recommendation (express or implied) or information in this material without obtaining specific advice from their financial advisors, tax specialist, and estate or legal professionals, and should not rely on information herein as the primary basis for their investment decisions.

 

Performance

Index and Fund holdings, such as the S&P, are as of the date indicated and are subject to change. Index and Fund holdings performance does not reflect advisory fees or expenses. No client or prospective client should assume that their portfolio holdings will match or resemble the holdings of any fund or index referenced herein. Client allocations can and will vary, due to a variety of factors, including the client’s individual financial situation and objectives, trade timing and implementation differences, investment manager discretion, risk tolerance, and potential client-imposed restrictions on portfolio management. 

 

Results Not Guaranteed

Synergy Asset Management, LLC (SAM) strategies are NOT a guarantee. Potential for profits is accompanied by possibility of loss. Relative Strength and other technical indicators are a measure of price momentum based on historical price activity. Past performance is not indicative of future results. Technical indicators are not predictive and there is no assurance that portfolios based on relative strength or other technical indicators can be relied upon.

 

Information Sources

Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications or other sources believed Asset Management (SAM) to be reliable (“information providers”). However, such information has not been verified by SAM, SPG Advisors LLC (SPGA), or the information provider.

 

Limitations of Information

Any statements non-factual in nature constitute only current opinions, which are subject to change without notice. This document does not purport to be a complete description of the securities, commodities, markets, or developments to which reference is made. 

 

Liability for Use of Information 

SPGA, SAM, and the information providers make no representations, actions, or warranties and take no responsibility as to the accuracy or completeness of any recommendation or information contained herein. SAM, SPGA, and the information provider accept no liability to the recipient whatsoever whether in contract, in tort, for negligence, or otherwise for any direct, indirect, consequential, or special loss of any kind arising out of the use of this document or its contents or of the recipient relying on any such information (except insofar as any statutory liability cannot be excluded).