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WWJ 950 PowerPoint Presentation

WWJ 950

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WWJ 950

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  1. WWJ 950 Financial Strategies For the Rebound

  2. Global Wealth Advisors LLC Providing Sound Advice… For Life 200 East Big Beaver, Troy, MI 48083 (248) 457-4555 www.gwallc.com

  3. Revisit • Goals • Objectives • Safety • Appreciation • Income • Liquidity

  4. Re-evaluate • Risk Tolerance • Ability • Willingness

  5. Re-estimate • Time Horizon • Short Term • Mid-Term • Long Term

  6. Review • Balance Sheet • Cash Flow Statement

  7. Reconsider Portfolio Strategies • Asset Allocation • Global Diversification • Rebalancing • Dollar Cost Averaging

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

  9. 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

  10. One More Statistic15 Year Average Annual Returns(1993-2007)

  11. Re-Calculate • S & P 500 • March 9, 2009 676.53 • March 23, 2009 822.92 • Two Week Gain >21% • Was Your Crystal Ball Right?

  12. 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

  13. Decision Making • Review Game Plan • Make Necessary Changes • Maintain Long Term Perspective • Consider Independent Advisor

  14. Global Wealth Advisors LLC Providing Sound Advice… For Life 200 East Big Beaver, Troy, MI 48083 (248) 457-4555 www.gwallc.com