Worth Considering, Inc. (“WC”) is an investment adviser registered in the State of New York and is therefore only permitted to transact business in the state in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation over the internet.
WC and its representatives are in compliance with the current filing requirements imposed upon investment advisors by SEC and those states in which WC maintains clients. Please see WC’s Form ADV for further information. This website is limited to the dissemination of general information pertaining to WC’s diversified services. Any subsequent, direct communication by WC with a prospective client shall be conducted by a representative who is either registered in, or qualifies for an exemption or exclusion from registration in, the state where the prospective client resides. For information pertaining to the registration status of WC, please contact the SEC or the state securities law administrators for those states in which WC maintains a notice filing. WC’s current written disclosure statement discussing WC’s business operations, services, and fees is available from WC upon written request. WC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party linked to this website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by WC), or product made reference to directly or indirectly by WC in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) might contain a discussion of, and/or provide access to, WC’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WC, or from any other investment, tax, or financial professional. WC is neither an attorney, nor tax, nor accounting professional; therefore no portion of the website’s content should be interpreted as legal, tax or accounting advice. WC recommends that clients and prospective clients consult their respective professionals before enacting any strategy or recommendation perceived to have been made in this website.