Securities offered through Securities America, Inc. Member FINRA/SIPC, www.FINRA.org, and www.sipc.org, Lawrence E. Jacobs, CFS, Registered Representative. Financial Planning and advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor. Lawrence E. Jacobs, Financial Advisor, Jacobs Wealth Management The Retirement Resource Center and the Securities America Companies are unaffiliated. Family Index Stress Test is a program offered through Peak Productions which is not affiliated with Securities America, Jacobs Wealth Management or The Retirement Resource Center.
Securities America and it’s representatives do not offer tax or legal services these services are offered in conjunction with qualified professionals.
SAI 96655 9/09
Where Is Your Portfolio Vulnerable?
Point of maximum
“Maybe investing in the market isn’t my bag of beans”
“Wow, I feel great
about this investment.”
Wild Swings in Investor Emotions May Create Investment Opportunities…Or Lead to Substantial Losses
For illustrative purposes only.