No content on this blog is considered investment advice.

Balhiser Financial, LLC does not provide tax, legal, or accounting advice. Material in this presentation has been prepared for informational purposes only,  and is not intended to provide, and should not be relied on for tax, legal, or accounting advice. You should consult your own properly-certified tax, legal, and accounting professional(s) before engaging in any transaction.

Balhiser Financial can only conduct business in states where it is properly registered to do so. (Balhiser Financial’s primary business is MVO, SVO, and other software and software services. In the future Balhiser Financial may begin providing other types of business services, some of which may require state registration.)

Balhiser Financial Software is focused on developing software and software services targeted at working with investment professionals, and content on this blog is directed primarily at investment professionals, not individual investors.

This website is not directed at offering securities, securities transactions, or investment advice; it is generally limited to general information on products and services, primarily software, software services and software products.

Please note that most of this content is potentially ill-suited to individual investors. Further, no claims are made about the accuracy of data contained herein; all data is unaudited. Investment professionals or any other investors should independently verify content on this website before considering using it in any way to make or influence any investment decisions.

Past Performance is Not Necessarily Indicative of Future Results.

It is contrary to the the policy of Balhiser Financial Software to make investment performance claims. This website may, however, reference securities and optimization data for the purpose of illustrating how the HALO Portfolio-Optimization Suite of software works and can be used.  Any and all such illustrations of the software are NOT recommendations to buy, sell, or hold any security.

Any investment claims made inadvertently (against this policy) such as “comments” from readers of this website may:

  • Contain inadvertent errors and/or omissions
  • Be based on hypothetical rather than actual trades
  • Not factor in trading fees, bid/ask spreads, or other expenses. If such were factored in returns would be lower.
  • Be un-auditted and unchecked by a third party. Readers are directed to “check the data, calculations, and math”
  • Be insufficiently diversified
  • Fail to reference a benchmark (e.g. the S&P 500 Index), thus failing to provide adequate context for performance or suitability evaluation

In summary, while reasonable effort and diligence is exercised to keep all content as accurate and contextual as possible on this website, errors and omissions can and do occur.  When readers point out errors and/or omissions or unsanctioned/unsuitable content (usually via commenting on a page or post), the issues are corrected. However most errors and omissions, etc,  go undetected and remain uncorrected. Readers are cautioned to independently check any information and to consult an licensed professional before making any investment or other decisions (e.g. tax, accounting, legal) based in any way on information from this website.


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