Disclosures

The opinions expressed in our videos are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Lifegoal Investments is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Lifegoal Investments and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Lifegoal Investments unless a client service agreement is in place.

LifeGoal Investments Disclosure

Advisory services are offered through LifeGoal Investments, an Investment Advisor in the State of New York. LifeGoal Investments is not affiliated with or endorsed by the Social Security Administration or any government agency. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.  Investing in foreign stocks markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of LifeGoal Investments and should not be regarded as personalized investment advice or a reflection of the performance of LifeGoal Investments or its clients. Nothing herein is intended to be a recommendation or a forecast of the market conditions. Rather it is intended to illustrate a point.  Current and future markets may differ significantly from those illustrated here. Not all past forecasts were, nor future forecasts may be accurate as those predicted herein.

Social Media Disclosure

“Likes” or other comments are not intended to be endorsements of LifeGoal Investments, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by LifeGoal Investments, or any of its affiliates, in any way. All current, former, and prospective clients should not post confidential information to any LifeGoal social media page. Nothing on LifeGoal related channels should be considered as personalized financial advice or a solicitation to buy or sell any securities.  Advisory services are offered through LifeGoal Investments, an Investment Advisor in the State of New York.  LifeGoal Investments is not affiliated with or endorsed by the Social Security Administration or any government agency.  Investing in securities involves a risk of loss.  Past performance is never a guarantee of future returns. 

Media or Publication Disclosures

Investing involves the risk of loss.  Social media, YouTube, podcast, website, posts are for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Taylor Sohns is an employee of LifeGoal Investments and may maintain positions in the securities discussed. All opinions expressed are solely his own opinion and do not reflect the opinion of LifeGoal Investments.  Past performance is never a guarantee of future returns.  Investing in foreign stocks markets involves additional risks, such as the risk of currency fluctuations.  This content should not be regarded as personalized investment advice or a reflection of the performance of LifeGoal Investments or its clients.  Nothing herein is intended to be a recommendation or a forecast of the market conditions.  Rather it is intended to illustrate a point.  Current and future markets may differ significantly from those illustrated here.  Not all past forecasts were, nor future forecasts may be accurate as those predicted herein. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.

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LifeGoal Investments LLC (LGI) is an investment advisor registered with New York State.  This website does not represent an offer of or solicitation for advisory services in any state/jurisdiction of the U.S. or any other country where LGI is not registered, notice filed, or exempt.  LGI provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions. LGI is not a broker-dealer and does not offer tax or legal advice. 
Advisory services are offered through LifeGoal Investments, an Investment Advisor in the State of New York. LifeGoal Investments is not affiliated with or endorsed by the Social Security Administration or any government agency. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.  Investing in foreign stocks markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of LifeGoal Investments should not be regarded as personalized investment advice or a reflection of the performance of LifeGoal Investments or its clients. Nothing herein is intended to be a recommendation or a forecast of the market conditions. Rather it is intended to illustrate a point.  Current and future markets may differ significantly from those illustrated here. Not all past forecasts were, nor future forecasts may be accurate as those predicted herein.