The Family Index Stress Test
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The Family Index Stress TestSM

  • Presented by

  • JACOBS WEALTH MANAGEMENT

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


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The Family Index Stress TestSM

Where Is Your Portfolio Vulnerable?


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The Family Index Stress TestSM

  • Risk: “The chance that an investment's actual return will be different than expected.” *

  • Are you taking too much, too little, or just the right amount of risk in your portfolio?

* http://dictionary.reference.com/browse/risk


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The Family Index Stress TestSM

  • It’s important to review your portfolio because markets can have a tendency to rise much higher than reason would dictate and fall much lower than we can ever imagine.


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Point of maximum

financial risk

Point of maximum

financial opportunity

“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

EUPHORIA

THRILL

ANXIETY

EXCITEMENT

DENIAL

FEAR

OPTIMISM

DESPERATION

OPTIMISM

PANIC

CAPITULATION

RELIEF

DESPONDENCY

HOPE

DEPRESSION

For illustrative purposes only.


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The Family Index Stress TestSM

  • Our investment process seeks to help you profit from the swings in investor emotions and is designed to help address the vulnerabilities in your current portfolio.


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The Family Index Stress TestSM

  • How protected are you in the following scenario?

    • Strong expansion – Could be hurt by declining bond prices or holding too much cash


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The Family Index Stress TestSM

  • How protected are you in the following scenario?

    • Tough recession – Could be hurt by too much exposure to equities, high-yield bonds and real estate


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The Family Index Stress TestSM

  • How protected are you in the following scenario?

    • High inflation – Could be hurt by too much exposure to bonds and cash, which lose purchasing power


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The Family Index Stress TestSM

  • How protected are you in the following scenario?

    • Unprecedented deflation – Could be hurt by too much exposure to real estate and commodities


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The Family Index Stress TestSM

  • How protected are you in the following scenario?

    • Strong dollar – Could be hurt by too much exposure to international bonds, and precious metals


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The Family Index Stress TestSM

  • How protected are you in the following scenario?

    • Weak dollar – Could be hurt by too much exposure to bonds and government securities.


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The Family Index Stress TestSM

  • Next steps

    • Analyze your current portfolio and identify vulnerabilities

    • Meet with you to:

      • Identify changes that may address the vulnerabilities

      • Complete a comprehensive plan and structure the portfolio to align with your Family Index


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The Family Index Stress TestSM

  • “There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.” Louise Yamada


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The Family Index Stress TestSM

  • This may be a

  • vaulable tool for you,

  • and your family.