Disclaimers - Retirement DNA

Disclaimers Quick-Reference Guide

Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

Products & Services (Acquired & Home Office):

Products & Services (Affiliate):

BD Affiliation:

Website Pages on OneDigital Site:

Performance Data:

Past performance is no guarantee of future results. All investments are subject to risk of loss, and any investment strategy may lose value.

Assumptions:

If any assumptions change or prove to be false, results may vary substantially.

Risk of Loss:

All investments are subject to risk of loss.

Informational & Educational Purposes Only:

These materials are provided for informational and educational purposes only and do not constitute a recommendation to buy, sell, or hold any security, nor do they constitute legal, accounting, investment or tax advice. These statements do not constitute an offer or solicitation in any jurisdiction. All included information and data are limited only to the inputs and other financial assumptions indicated.

Generic:

The materials and the information are not designed or intended to be applicable to any person’s individual circumstances. These statements do not constitute an offer or solicitation in any jurisdiction. If you are seeking investment advice or recommendations, please contact your financial professional.

ESG Strategies & Products:

Environmental, Social, and Governance (“ESG”) securities are subject to risks associated with their underlying investments’ asset classes.

Economic & Market Forecasts:

Any economic forecasts made in this commentary are merely an opinion, and any referenced performance data is historical.

Portfolio Risk Management:

The portfolio risk management process implies an effort to manage risk, but not low risk.

Objectives:

There is no guarantee these objectives will be met.

Views & Opinions:

Views and opinions expressed herein are as of [DATE].

Audience Legend:

Internal: For internal use only; not for further use and/or distribution.

External: For [audience name] use only; not for further use and/or distribution.

Diagrams & Graphics Not Derived from Data:

All visuals shown above are for illustrative purposes only and do not guarantee a certain level of performance or success.

Third-Party Sources:

Some information has been obtained from sources we believe to be reliable. OneDigital Investment Advisors makes no representation as to the accuracy or validity of this information.

External Website Links:

The website links provided are for convenience only and do not constitute an endorsement or recommendation of the products or services offered therein. OneDigital Investment Advisors is not responsible for the accuracy and validity of the content of those websites.