Source: Morningstar Direct 2014. Annualized and Cumulative return of the S&P 500 index from March 9, 2009 through March 7, 2014. Indexes are unmanaged baskets of securities that are not available for direct investment by investors. Index performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Stock investing involves risks, including increased volatility (up and down movement in the value of your assets) and loss of principal. Investors with time horizons of less than five years should consider minimizing or avoiding investing in common stocks. LWI Financial Inc. (“Loring Ward”) is an investment advisor registered with the Securities and Exchange Commission. Securities offered through Loring Ward Securities Inc., member FINRA/SIPC. R14-102 (Exp. 03/2016)
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