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What is the Best Use of a Raise, Bonus, Gift, or Inheritance

January 19, 2023 Planning

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Footnotes and Disclosures

Century Management ("CM") is an independently registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Century Management is also registered as a Portfolio Manager in the Province of Ontario.

Century Management reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. Forward-looking statements are not guaranteed.

Past performance is not indicative of future results. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.

Positions held within each individual account may not be the same from one account to the next. Individual securities may be traded at different times as well as receive different execution prices. In addition, individual accounts may be pursuing similar objectives but may have different investment restrictions. A full description of our Firm’s business practices, including our Firm’s investment management services, wealth plans and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.

Investment in equities and fixed income securities are subject to investment risks, including, without limitation, market risk, interest rate risk, management style risk, business risk, sector risk, small-cap risk, liquidity risk, prepayment risk, extension risk, among other risks related to equity and fixed income securities.

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