Investments involve risk. There is no guarantee that any investment strategy will be successful or achieve its objectives. Past performance is not indicative of future results. Future returns may differ significantly from past performance, and all investments are subject to the risk of loss. Kenobi Wealth’s investment strategies, including rebalancing or tax loss harvesting, may result in frequent trading which may incur costs, taxes, or affect performance.
Asset allocation and diversification strategies are used to manage risk but cannot guarantee profit or prevent loss in declining markets. Certain strategies, such as portfolio rebalancing and tax loss harvesting, may result in frequent trading and could lead to additional costs or tax consequences. Clients should be aware that higher trading frequency can result in bid-ask spread expenses, unfavorable execution prices, dividend treatment impacts, or portfolio drift during volatile markets.
If you transfer assets to Kenobi Wealth, it may be necessary to liquidate some or all of your existing holdings. Liquidation may result in realized capital gains or losses, surrender charges, or the loss of declared dividends. You are encouraged to consult with your CPA or legal advisor before initiating a transfer to understand the potential implications.
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