- Portions of our advice rely on third-party market data from companies like Thomson-Reuters, Interactive Data, and Xignite. While rare, inaccuracies in this data can result in us misclassifying, failing to identify, or inaccurately calculating your performance and management fees.
- Mutual fund and ETF data is updated monthly. As a result, our assessment of these products may be based on data that’s over a month old. Not to worry though – advice is based upon long term historical data and not one month snapshots.
- In some cases we override the data provided by our data sources to improve the accuracy of our data. We re-evaluate these overrides once a year.
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