2. Informational Purposes Only; Not Professional Advice
The information provided on or via this Site aims to offer a broad overview and is intended solely for general information, discussion, and educational purposes. Nothing on this site constitutes tax, accounting, legal, insurance, regulatory, or any professional advice, nor an offer to sell or a solicitation of an offer to buy any security. It should not be relied upon as the sole basis for making any investment decision, entering into any transaction or for any other purpose.
The statements, claims, and commentaries on this Site are general opinions and expressions of the author or speaker and may not necessarily reflect our views or opinions.
All expressions of opinion are current as of the date published and may change without notice. These opinions do not guarantee future events. The author’s opinions, strategy, outlook, and views are subject to change. Therefore, any previous references should not be used to evaluate any future conditions or scenarios. These opinions should not be interpreted as legal, tax, or investment advice, or any professional advice applicable to your personal needs.
Worth Financial and its representatives may only transact business or provide any professional advice in those states and international jurisdictions where it is registered, filed the required notices, and/or is otherwise excluded or exempted from any registration and/or notice filing requirements.
3. Media Releases
The mention of Worth Financial or its representatives by a media organization or third-party entity should not be construed as advice, endorsement, or recommendation. Any opinions expressed in public appearances should not be considered legal, tax, or investment advice, nor any form of professional advice.
4. Forward-looking Statement
Any forward-looking statement found on this Site reflects our views only as of the date written and published, and actual results may differ from our expectations. The statements herein are subject to due diligence procedures, regulatory requirements, and prevailing or anticipated conditions. Unless otherwise expressly stated, statements on this Site are made only on the basis of information known to the authors as of the date of composition and relate partially to events that are changing or ongoing. All information and opinions contained on this Site are subject to change without notice.
We do not warrant or represent that the assumptions underlying any forward-looking statements are reasonable or guaranteed. While we use reasonable efforts to obtain information from sources believed to be reliable, we do not provide any express or implied warranty or representation regarding the accuracy, adequacy, reliability, or completeness of any opinions, estimates, statements, goals, targets, or other information on this Site.
Certain information contained on this Site have been obtained from published and non-published sources and/or prepared by third parties and in certain cases have not been updated through the date hereof. We have not independently verified such information, and we do not assume responsibility for the accuracy of such information or updating the information based on facts learned following its publication. Therefore, we do not commit to publicly updating or revising any forward-looking statements, except as required by law, in response to new information, future events, or other circumstances.
5. Important Disclaimers
a. General Investment Risks:
All investments carry the risk of loss, including the loss of principal. Markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
b. Past Performance:
Past performance is not indicative of future results. Current performance may be higher or lower than the performance data presented. Investment returns and principal value will fluctuate, so that your assets, when redeemed, may be worth more or less than their original cost. The performance of any individual investment or investment strategy cannot be guaranteed.
c. Hypothetical Scenarios:
Hypothetical or simulated performance results have certain limitations. Unlike actual performance records, simulated results do not represent actual trading and may not be impacted by brokerage and other slippage fees. Also, since the trades have not been executed, the results may under- or over-compensate for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs are generally designed with the benefit of hindsight. There is no guarantee that any account will or is likely to achieve profit or losses similar to those shown in hypothetical scenarios.
d. Conflicts of Interest:
We strive to act in the best interest of our clients at all times. However, potential conflicts of interest can arise. For example, we may receive commissions or other fees from third parties based on our recommendations. We are committed to transparency in such situations and will provide disclosures at the time of the advice or transaction as required by applicable law. Detailed information about our business practices, affiliations, and compensation arrangements is available upon request and included in our Form ADV Part 2. Our investment advice is provided independently, though we may receive referral fees, commissions, or other compensation from affiliates or from our clients. Please review our disclosure documents for full details.
e. No Tax, Legal, or Accounting Advice:
We do not provide legal, tax, or accounting advice as part of our services. Clients are advised to consult with qualified professionals for guidance on legal, tax, or accounting matters.
f. Regulatory Information:
SEC Registration does not imply a certain level of skill or training and is not an endorsement by the SEC.
6. Legal Notices
a. Intellectual Property Rights
The Site and any information provided are intended for your personal, non-commercial use and viewing. You may download information for personal use, display it on your website, and print a hard copy for personal reference, on condition that you do not remove any copyright or other notices and acknowledge us. The content on this Site belongs to us or our licensors and is protected by copyright, patent, trademark, or other intellectual property laws. Unless otherwise expressly permitted, you may not reproduce, transmit, sell, display, distribute, publish, broadcast, circulate, modify, disseminate, or commercially exploit such information or services in any manner (including electronic, print, or other media now known or developed in the future) without our written consent. You may not use any information from this Site for unlawful purposes, and you must comply with our requests or those of our third party providers to protect their respective rights in the information and services.
b. Disclaimer of Warranties
Your use of the Site, its content, and any services obtained through the Site is at your own risk. The Site, its content, and any services obtained through the Site are provided on an “as is” and “as available” basis, without any warranties of any kind, either express or implied.
Further, we, including anyone associated with us, do not represent, warrant, or guarantee:
- that the Site, its content, or any services obtained will be complete, secure, reliable, accurate, or available;
- that the Site, its content, or any services obtained through the Site will be accurate, reliable, error-free, or uninterrupted;
- that defects will be corrected, or that the Site or the server making it available are free of viruses or other harmful components or destructive code; and
- that the Site or any services obtained through the Site will meet your needs or expectations.
Since we cannot guarantee that the Site or server will always be free of viruses, harmful components, or destructive code, it is your responsibility to implement adequate procedures and checkpoints to meet your specific requirements for antivirus protection and ensure the accuracy of data input and output. You should also maintain an external means to reconstruct any lost data separate from the Site.
TO THE FULLEST EXTENT PERMITTED BY LAW, WE HEREBY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE.
ADDITIONALLY, TO THE FULLEST EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES, OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA, OR OTHER PROPRIETARY MATERIAL AS A RESULT OF YOUR USE OF THE SITE OR ANY SERVICES OBTAINED THROUGH THE SITE, OR FROM DOWNLOADING ANY MATERIAL POSTED ON IT OR ON ANY WEBSITE LINKED TO IT.
7. Limitation of Liability
YOUR USE OF THE SITE AND CONTENT IS AT YOUR OWN RISK. YOUR SOLE AND EXCLUSIVE REMEDY FOR DISSATISFACTION WITH THE SITE OR CONTENT IS TO STOP USING THE SITE OR CONTENT. TO THE FULLEST EXTENT PERMITTED BY LAW, WORTH FINANCIAL DISCLAIMS ALL LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATING TO YOUR USE OF OR INABILITY TO USE THE SITE OR CONTENT, INCLUDING WITHOUT LIMITATION LOSS OF PROFITS, DATA, OR OTHER INTANGIBLES, EVEN IF WORTH FINANCIAL HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
WORTH FINANCIAL DOES NOT GUARANTEE THAT THE SITE OR CONTENT IS SECURE, ERROR-FREE, OR UNINTERRUPTED. WORTH FINANCIAL IS NOT RESPONSIBLE FOR ANY INACCURACIES, ERRORS, OR CONFLICTS WITH THESE TERMS OF USE. THIRD PARTIES MAY MAKE UNAUTHORIZED CHANGES TO THE SITE OR CONTENT, AND WORTH FINANCIAL DISCLAIMS LIABILITY FOR SUCH CHANGES. IF YOU NOTICE ANY SUCH ALTERATIONS, PLEASE CONTACT US IMMEDIATELY AT [contact email] WITH A DESCRIPTION OF THE ISSUE AND THE URL AFFECTED.
8. Third-Party Linked Sites
When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
9. Modifications
We may update these terms at any time without notice. We encourage you to review our terms regularly and make sure to check the effective date above.
By using the Site, you are agreeing to be bound by the then current version of these terms.
10. Contact Information
If you have questions or concerns about these terms, please contact us at:
Contact Person: Adam Worth
Address: 14742 Huston St Sherman Oaks CA, 91403
Phone Number: 323-363-5295
Email: adam@worthfinancialsolutions.com
