The Wealth Intersection: from the desk of Megan Gorman
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The information contained in this post represents Megan Gorman’s general opinions and should not be construed as personalized or individualized financial or investment advice. No advisor/client relationship is created by your access of information on this site. Megan Gorman is the principal of Chequers Financial Management, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, however neither Ms. Gorman nor her firm will provide advice or recommendations on this or any other website.
Commentary and content on this site reflects only subjective judgments and assumptions, without regard to unanticipated market or other events that may occur. Therefore, there can be no assurance that events will unfold as discussed, or at all. This material reflects the opinion of Ms. Gorman on the date made and is subject to change at any time without notice. Equally, Ms. Gorman has no obligation to update this material on any particular timetable, or at all.
In preparing this material, we have not analyzed the investment objectives, financial or tax situation or particular needs of any person. We do not suggest that any strategy described herein is applicable to any client assets managed by Ms. Gorman or Chequers Financial Management, LLC. Before making an financial, tax or investment decision, you should discuss with a professional financial advisor, whether the information provided in this material is appropriate in light of your particular investment needs, objectives and financial circumstances.
Past performance of the Firm or any particular security mentioned herein is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire initial investment.