WWJ 950 Financial Strategies For the Rebound

Providing Sound Advice… For Life 200 East Big Beaver, Troy, MI (248) Global Wealth Advisors LLC

Revisit  Goals  Objectives Safety Appreciation Income Liquidity

Re-evaluate  Risk Tolerance Ability Willingness

Re-estimate  Time Horizon Short Term Mid-Term Long Term

Review  Balance Sheet  Cash Flow Statement

Reconsider Portfolio Strategies  Asset Allocation  Global Diversification  Rebalancing  Dollar Cost Averaging

Revise Your Approach  No Load  Low Cost  Passive vs. Active Market Returns Market Risk Consistency

Remember Statistics  91%+ of Return Variation: Asset Allocation  90% of Active Funds Do Not Beat Benchmark  1.4% Average Expense Ratio for Actively Managed Funds

One More Statistic 15 Year Average Annual Returns ( )

Re-Calculate  S & P 500 March 9, March 23, Two Week Gain >21%  Was Your Crystal Ball Right?

Recall: Famous Quote  “Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees.” Warren E. Buffet Chairman and CEO, Berkshire Hathaway

Decision Making  Review Game Plan  Make Necessary Changes  Maintain Long Term Perspective  Consider Independent Advisor

Providing Sound Advice… For Life 200 East Big Beaver, Troy, MI (248) Global Wealth Advisors LLC