Social Media Guidelines
Last Updated: December 2024
See also: Social Media Disclosure
netWorth Literacy, Inc. maintains a presence on various social media platforms to share educational content and engage with our community. This disclosure explains our social media policies and your responsibilities when interacting with our content.
Official Platforms
We maintain official accounts on the following platforms:
- LinkedIn: Professional updates and industry insights
- Twitter/X: Market commentary and educational content
- YouTube: Educational videos and webinars
- Facebook: Community engagement and educational posts
Verification
Always verify you are following our official accounts. Look for verification badges and check that the account name matches 'netWorth Literacy, Inc.' or 'Ricardo Chavero'.
Educational Purpose
- Our social media content is for educational and informational purposes only
- Posts do not constitute personalized investment advice
- Content should not be considered a recommendation to buy or sell securities
- Past performance discussed does not guarantee future results
What We Share
- General market commentary and economic insights
- Educational content about financial planning concepts
- Company updates and regulatory announcements
- Industry news and trends relevant to our clients
What We Don't Share
- Specific investment recommendations
- Client information or confidential data
- Guaranteed returns or performance promises
- Unlicensed investment advice or securities offerings
Comment Policy
- We welcome respectful, constructive comments and questions
- Comments requesting specific investment advice will be directed to private consultation
- We reserve the right to remove inappropriate, offensive, or promotional content
- Spam, solicitations, and off-topic comments will be deleted
Response Policy
- We may not respond to all comments or questions publicly
- Complex questions will be directed to schedule a private consultation
- Responses are general in nature and not personalized advice
- For urgent matters, contact us directly using official channels
Information Collection
- We may collect publicly available information from your social media interactions
- Direct messages and private communications are treated confidentially
- We do not use social media data for investment decisions without explicit consent
- Third-party platform privacy policies also apply to your interactions
Data Usage
- Social media interactions may be used to improve our educational content
- We may share general market insights based on common questions received
- Personal information is never shared without explicit consent
- All data handling complies with our Privacy Policy
SEC Regulations
- All social media activities comply with SEC advertising and communication rules
- Content is reviewed for compliance before publication
- We maintain records of social media communications as required by law
- Testimonials and endorsements follow regulatory guidelines
Disclaimers
- Investment advisory services are offered only to qualified clients
- Social media followers are not automatically considered clients
- Formal advisory relationships require executed agreements
- Services are offered only in jurisdictions where we are registered or exempt
For Investment Advice
If you're seeking personalized investment advice or financial planning services:
For Social Media Issues
- Report inappropriate content directly to the platform
- Contact us if you encounter fake accounts using our name
- Questions about our social media policies can be directed to our main contact
- Technical issues should be reported to the respective platform
This Social Media Disclosure is effective as of the last updated date above and may be updated to reflect changes in our practices or applicable regulations.
We will notify followers of material changes through our social media channels and website.