Important Disclosures
IMPORTANT: The information generated by the financial calculators within this platform ("Calculators") is hypothetical in nature, does not reflect actual results, and is not guaranteed to predict future results. Results may vary with each use and over time.
The information from these Calculators is supplied for informational purposes only and should not be considered or construed as investment advice or a recommendation to take any particular action. Investors should consult with their financial advisor and make investment decisions based on their unique investment objectives and financial situation. Information you provide to the Calculators serves as key factors for the calculations and projections. Because of this, the accuracy of the information is not guaranteed and depends on the accuracy of the information you provided. Any changes, even small ones, to the information provided can have a substantial impact on the results shown by the Calculators. The information you provide should be reviewed periodically and updated when either the information or your circumstances change. Additionally, changes in laws and regulations may affect the accuracy of this information.
Report Methodology, Assumptions, and Limitations
Hypothetical Performance
Calculators use hypothetical illustrations and projections to show expected outcomes. These projections may include the use of broad capital market assumptions provided by the user. Capital market assumptions may be significantly different than actual market returns. Therefore, you should understand that any capital market assumptions are forward-looking projections and you should not rely on them exclusively in developing an investment strategy. Hypothetical performance is subject to inherent limitations, including that it is based on circumstances that may not have occurred and may never take place. An investor may have a different experience than a Calculator generated for a variety of reasons. Your results may vary significantly based on market conditions and the ongoing management of your portfolio(s). The hypothetical returns do not reflect all impacts of trading, liquidity, costs, fees, or taxes you may experience when investing, which would lower performance results.
Important Tax Disclosures
Edward Jones, its employees, and financial advisors cannot provide tax or legal advice. You should review your specific situation with your tax or legal professional for information regarding or issues concerning the tax implications of taking any particular action. The information in these calculators should not be relied upon for tax preparation purposes.
Net Worth Tracker and Spend Tracker Tools
The Net Worth Tracker and Spend Tracker may include information for financial account(s) and/or assets you indicated you hold. These assets can be linked or manually entered. Edward Jones assumes no responsibility for these assets (unless held at Edward Jones) or for the accuracy of the data related to these assets. Any inaccuracy or change in the value of these assets will impact the accuracy of the Net Worth Tracker and Spend Tracker tools.
All asset, net worth, and spending information included in the Net Worth Tracker and Spend Tracker tools was provided by you or a third party and is not a substitute for the information contained in the official account statements provided to you by custodians. The current asset data and values contained in those account statements should be used to update the asset information included in the Calculators, as necessary. The account statement provided by the custodians is the official record of your holdings, activity, and balances.
About the platform
This underlying platform for this financial educational resource is powered by Addition Wealth. The Edward Jones family of companies works with or supports Addition Wealth in several ways, including a commercial agreement with its dually registered broker-dealer/investment adviser entity for use of this platform and a minority investment by a non-registered entity. This platform should not be considered an endorsement by either Edward Jones or Addition Wealth of each other, the content provided by Addition Wealth, or any other service provider accessible through the platform.