Financial Disclaimer

Asset Class Co. products and content, including our guides, spreadsheets, website, product descriptions, social media and emails, are provided for general educational purposes only.

Asset Class Co. is not a registered investment adviser, dealer, broker or financial planner. Nothing we publish or sell is financial, investment, tax or legal advice, and nothing is a recommendation to buy or sell any security or to adopt any investment strategy. Our content does not consider your personal circumstances.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any examples, projections or returns shown, including those in our calculators and spreadsheets, are hypothetical and for illustration only.

Funds, tickers and brokerages are mentioned as examples only. We are not affiliated with, paid by or endorsed by any of them.

Live prices in the Google Sheets version of our tracker come from Google Finance, may be delayed and may be inaccurate. Don't rely on them for trading decisions.

Contribution limits and tax rules change regularly. Always confirm current figures with the IRS (irs.gov) or the CRA (canada.ca), and consider speaking with a licensed financial professional or tax advisor before making financial decisions.