Personal views. Everything on Bits & Basis Points reflects my personal views at the time of writing. It does not necessarily reflect the views of my employer, its affiliates, or any other organization I am affiliated with, and none of them has reviewed or endorsed it.
Not advice. The content is for general information and education only. It does not take into account your objectives, financial situation or needs, and it is not investment, tax, legal or accounting advice. Speak to a qualified professional before making any financial decision.
No offer, no relationship. Nothing here is an offer to sell, or a solicitation of an offer to buy, any security, fund or service. Reading this site, commenting or contacting me does not create an advisory or client relationship.
Companies and products. References to specific companies, funds, products or technologies are illustrative and are not recommendations or endorsements. I, my employer, or its clients may hold positions in securities or funds mentioned.
Accuracy. Information comes from sources I believe to be reliable, but I cannot guarantee that it is accurate or complete. It may become outdated, and I have no obligation to update it.
Examples and performance. Figures, scenarios and examples are illustrative. Past performance does not guarantee future results. All investing involves risk, including the loss of principal. Private-market investments are generally illiquid and suitable only for eligible investors.
Links. Links to third-party sites are provided for convenience. I am not responsible for their content.
How this is written. I use AI tools to help with research and drafting. Every post is reviewed and edited by me, and I am responsible for its content.