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Social Media Disclosure

Last Updated: December 2024

General Disclosures

netWorth Literacy, Inc. is an SEC-registered investment adviser (CRD 326911). Registration does not imply a certain level of skill or training.
All content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
We moderate comments only to remove personally identifiable information (PII), misinformation, or profanity. We do not curate or endorse public comments.
Social media interactions do not create an advisory relationship. For personalized advice, please contact us directly.

Testimonials & Endorsements

Any testimonials or endorsements on our social media must include appropriate disclosures as required by SEC regulations.
We will clearly identify whether testimonials are from current clients or non-clients, and whether compensation was provided.

Sample Disclosure Strings (Ready to Use):

"Client testimonial. No compensation provided. Results not typical. Past performance does not guarantee future results."
"Non-client endorsement. Compensation provided: [amount/type]. Individual results may vary."
"Paid testimonial from current client. [Compensation details]. Performance shown may not be representative of all client experiences."
"Unpaid testimonial from former client. Results not guaranteed. Individual circumstances vary."

Opinions & Dated Material

All opinions and views expressed are as of the date of publication and are subject to change without notice.
We have no obligation to update or revise any forward-looking statements or opinions.
Market commentary reflects general market conditions and may not apply to your specific situation.
Economic forecasts and projections are based on current information and assumptions that may prove incorrect.

Third-Party Content

We may share or reference third-party content from sources we believe to be reasonably reliable.
Third-party content does not constitute our endorsement of the views expressed or the accuracy of the information.
Third-party information may be dated and we are not responsible for updating it.
Users should independently verify any third-party information before making investment decisions.

Third-Party Ratings & Awards

Any third-party ratings or awards mentioned must include the following SEC-required disclosures:

Required Elements:

Date the rating or award was given
Period of time covered by the rating
Name of the organization that created and tabulated the rating
Compensation paid to the rating organization (if any)
Number of investment advisers evaluated
Criteria used for the rating or award

Sample Rating Disclosure Format:

"[Award Name] received [Date]. Based on [Criteria] for period [Time Period]. Created by [Organization]. [Number] advisers evaluated. [Compensation details: No compensation paid / Compensation of $X paid for participation]."