WWJ 950

Financial Strategies

For theRebound

Providing Sound Advice…For Life

200 East Big Beaver, Troy, MI 48083(248) 457-4555www.gwallc.com

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

(1993-2007)

10.50%

7.10%

2.20%

-3.20%

-7.40%-8.00%

-4.00%

0.00%

4.00%

8.00%

12.00%

StayInvested

Miss Best10 Days

Miss Best30 Days

Miss Best60 Days

Miss Best90 Days

Re-Calculate S & P 500

March 9, 2009676.53

March 23, 2009822.92

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 48083(248) 457-4555www.gwallc.com

Global Wealth Advisors LLC