Last Updated: July 15, 2021

Please review carefully the following disclosures before making any investment decisions.

We may revise these disclosures at any time. You agree to be bound by any revisions and agree to review these disclosures periodically. The most updated version of these disclosures will always be available for your review on this page, accessible by clicking on the “Disclosures” link at the bottom of the pages on our website or on our mobile app.


Content, news, research, tools, market data, and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. Companies that are not affiliated with us may supply some of the content. The source of all third-party Content is clearly and prominently identified. We have not been involved in the preparation, adoption, or editing of third-party content and we do not endorse or approve such content. The information provided is not warranted as to completeness or accuracy and is subject to change without notice. The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, are not guaranteed for accuracy or completeness, do not reflect actual investment results, and are not guarantees of future results. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Before investing in a fund, consider the fund’s investment objectives, risks, charges, and expenses. Please remember that diversification is not an investment strategy without risk, and in certain circumstances, it may not fit your investment objectives.

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Finsie Finance LLC ("Finsie") is an SEC-registered investment adviser. By using this website, you accept our Terms of Use and our Privacy Policy. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. The material presented on this website is for informational purpose only. It is not intended as legal or tax advice, or as any other type of specific advice, and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. A balanced portfolio requires different investment strategies which Interest Financial does not provide.