Projections, results and assumptions used herein reflect past performance of the referenced asset classes, exclusive of fees, expenses, and taxes. Past performance is no guarantee of future results. Total returns include reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate such that an investment, if and when redeemed, may be worth more or less than its original cost. Defaults on interest payments and/or principal may also occur. Investment results will vary depending on market conditions, length of planning horizon, inflation protection, and level of withdrawals. Investors should consider investment objectives, risks, and all fees, expenses and tax consequences of an investment before investing.

Asset Dedication, LLC is a registered investment advisor registered with the California Department of Corporations. Asset Dedication is affiliated with BondDesk Group LLC, owner of BondDesk Trading LLC, a leading fixed-income electronic trading platform, and one of the largest market destinations for trading odd-lot fixed income securities in the U.S. Asset Dedication employees may access the BondDesk ATS for pricing and execution purposes.

Asset Dedication, LLC
One Lovell Avenue
Mill Valley, CA 94941
Phone: (866) 535-0897
Email: info@AssetDedication.com
Web: http://www.AssetDedication.com