General Disclaimer

The information provided by Balanced Trading LLC dba Balance Asset Management on balanceassetmanagement.com (the "Site") and through our educational materials, including the Market Basics Checklist, is for general educational and informational purposes only. It does not constitute financial, investment, tax, or legal advice. For a comprehensive statement of terms, please refer to our Terms & Conditions.

No Investment Advice

Balance Asset Management is not a registered investment advisor, broker-dealer, or financial planner. None of the content on this Site should be interpreted as a recommendation to buy, sell, hold, or trade any security or investment product. We do not provide personalized investment advice. All educational materials are intended to inform and should be used as a starting point for your own independent research. You should consult with a qualified financial professional before making any investment decisions.

No Guarantees of Outcomes

We make no guarantees regarding the outcomes of any actions taken based on the educational content provided on this Site. Financial markets are volatile and involve substantial risk of loss, including the potential loss of your entire investment. Past performance of any asset or strategy is not indicative of future results. Any examples referenced are for illustrative purposes only and do not represent or guarantee that any particular result will be achieved.

Accuracy of Information

While we strive to provide accurate, current, and complete information, we make no warranties or representations as to the accuracy, completeness, or reliability of any content on this Site. The financial industry evolves rapidly, and information may become outdated. We are not responsible for errors, omissions, or any losses that may result from reliance on the information provided.

Risk Disclosure

Investing involves significant risks, including but not limited to: market volatility and potential loss of principal, regulatory and legal uncertainty across jurisdictions, liquidity risk, and tax implications that vary by location and circumstance. You should carefully consider these risks and your own financial situation before making any investment decisions. Never invest funds that you cannot afford to lose entirely.

Third-Party Information

Our Site may reference, link to, or incorporate information from third-party sources for educational purposes. We do not endorse or take responsibility for the accuracy, completeness, or reliability of any third-party content. Any references to third-party tools, services, or resources are provided for informational purposes only and do not constitute an endorsement or recommendation.

Forward-Looking Statements

Any statements on this Site regarding future events, technologies, or market conditions are forward-looking statements based on current expectations and assumptions. Actual results may differ materially from those expressed or implied. We undertake no obligation to update or revise any forward-looking statements.

Contact Us

If you have questions about this General Disclaimer, please contact us at:

Balanced Trading LLC dba Balance Asset Management
691 S. Milpitas Blvd, Suite 212, Milpitas, CA 95035
contact@balanceassetmanagement.com