Page 108 - Mumme Booklet
P. 108
DRAFT
DISCLOSURES
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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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