Page 108 - Mumme Booklet
P. 108

DRAFT






               DISCLOSURES


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               Page 11 of 11
               Material market or economic conditions may positively or negatively affect the results portrayed in
               the efficient frontier curve. Your results may be better or worse than the estimates of the efficient
               frontier curve. Please remember that all investments carry some level of risk. Investments do not
               typically grow at an even rate of return. Financial markets are unpredictable and future performance
               cannot be guaranteed. Investments are subject to market risks, including potential loss of principal.
               All results do not reflect the deduction of investment advisory fees. Your returns will be reduced by
               those fees and by any other management expenses your account(s) may incur. Performance results
               do not reflect securities transaction costs unless otherwise stated.

               Indices used for Historical Performance Statistics: The Historical Performance Statistics provided with the
               Efficient Frontier Analysis are based on the historical performance of the market indices which are identified
               in the Asset Class Descriptions and Risks above.

               Asset classification: Asset classification information contained in this plan is supplied by Morningstar, Inc.
               ©2019. All Rights Reserved. Information on asset classification (1) is proprietary to Morningstar and/or its
               content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or
               timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from
               any use of this information. Certain assets may be classified by NMIS and/or Northwestern Mutual Wealth
               Management Company instead of Morningstar.













































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                      This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
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