Disclosures

1. Educational content, not personal advice

InvestorsEdge.com publishes general, educational information about investing, markets, and personal finance topics. Nothing on this site is tailored to your individual circumstances.

• We do not provide personalized investment, financial, legal, or tax advice.
• We do not manage money or recommend specific trades for individuals.
• Any examples, scenarios, or portfolios are for illustration only and may not be appropriate for you.

Before acting on any information from this site, you should consider speaking with a qualified professional who can review your specific situation and local regulations.

2. Independence & affiliations

InvestorsEdge.com is an independent educational website. We are not a brokerage, investment dealer, bank, robo-advisor, or asset manager.

We are not affiliated with CIBC Investor’s Edge. The name “InvestorsEdge.com” is separate and unrelated to CIBC Investor’s Edge or any of its products or services.

We may mention or compare various brokers, platforms, funds, or other financial products for educational purposes. Inclusion or omission of any provider does not represent an endorsement or rejection.

3. How InvestorsEdge.com may earn money

To support free educational content, InvestorsEdge.com may generate revenue in one or more of the following ways:

• Affiliate links: Some links on this site may be affiliate links. If you click a link and open an account, purchase a product, or sign up for a service, we may receive a commission or referral fee at no additional cost to you.
• Advertising or sponsorships: Certain pages or newsletters may contain display ads or sponsored placements. These will be clearly labeled where applicable.
• Our own products: We may offer our own digital products (such as guides, courses, or tools) for sale in the future.

Whether or not compensation is received, our aim is to put the interests of our readers first and to clearly explain the trade-offs of any product or strategy we discuss.

4. Affiliate & partnership standards

We are selective about the companies and products we choose to work with. In general, we look for:

• Reasonable fees and transparent pricing
• Business practices that appear aligned with long-term investors
• Products that can realistically be used as part of a diversified, long-term plan

However, our mention of any company or product does not mean it is the best or only option available, nor that it is appropriate for your personal situation. You should always compare alternatives and read the provider’s own terms, fee schedules, and disclosures before making a decision.

5. Conflicts of interest

Potential conflicts of interest can arise when we receive compensation related to products or services discussed on the site. To manage these conflicts, we:

• Strive to separate our editorial decisions from commercial arrangements.
• Disclose the use of affiliate links and sponsored content where applicable.
• Do not allow partners to pre-approve or edit our educational content.

For more detail on how our content is created and reviewed, please see our Editorial Policy and Methodology pages.

6. Accuracy, timeliness & performance

We make a genuine effort to ensure that the information and data on InvestorsEdge.com are accurate and up to date at the time of publication. Markets, products, tax rules, and regulations, however, can change quickly.

• We cannot guarantee that all information on the site will remain accurate, complete, or current at all times.
• Any figures related to performance, returns, or probabilities are illustrative only and should not be relied upon as predictions.
• Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal.

7. External links

InvestorsEdge.com may link to external websites, tools, or resources that we believe are useful or relevant. These sites are operated by third parties over whom we have no control.

• We are not responsible for the content, accuracy, or policies of third-party websites.
• When you click an external link, you are subject to that site’s terms, privacy policy, and disclosures.

8. Changes to these disclosures

We may update this Disclosures page from time to time as our business model, partnerships, or regulations evolve. Material changes will be reflected on this page with an updated date below.

Last updated: March 2025