Carry Disclosure
The Crunch publication receives $1,500 from Carry in affiliate compensation from this promotion. As a result, The Crunch publication has a conflict of interest.
Carry Disclosures: Promotional discounts apply only to Carry membership fees and do not apply to applicable advisory fees, transaction fees, or any optional add-on services such as tax preparation, financial planning, or bookkeeping. Standard pricing applies to all other services.
No communication by The Vibes Company Inc. (“TVC”), or any of its affiliates (collectively, “Carry”), through this presentation or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Any material provided is for information purposes only, and is not intended as a recommendation, offer, or solicitation to open a brokerage account, open a retirement plan, engage an investment advisor or engage in any investment strategy. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. All investments involve the risk of loss, and past performance does not guarantee future results. Investment growth or profit is never a guarantee. Any material provided is for informational purposes only and does not provide personalized investment or tax advice, nor does it account for your specific financial situation or holdings elsewhere. Investments in alternative assets are speculative, generally illiquid and involve a higher degree of risk. Those investors who cannot afford to lose their entire investment should not invest in alternative assets. Before making any financial decisions, consult with qualified legal, tax, or financial advisors to ensure appropriateness for your individual circumstances.
Carry Advisors LLC, an SEC-registered investment adviser, provides investment advisory services for discretionary and non-discretionary accounts (e.g., Solo 401(k), IRA, taxable brokerage accounts). Advisory fees may apply and are described in our Form ADV and CRS. Bank and Trust accounts are not advised by Carry Advisors and are subject to separate agreements. Brokerage accounts are introduced by Global Carry LLC and carried by DriveWealth LLC, both members FINRA/SIPC. Carry Advisors does not provide tax advice.
Carry Advisors offers services through membership tiers of our parent company, The Vibes Company Inc. (TVC). Investment advisory services are provided only for eligible membership and account types. TVC provides general financial education but does not offer regulated financial services.
Investment Options: While Carry Solo 401(k) and IRA plans may offer diverse investment options, including alternative assets, certain restrictions may apply. Some investments may be prohibited or result in penalties. Individual plan administrators, not Carry, are responsible for ongoing compliance of all plans with Carry.