Financial Planning Is More Than Investment Advice - A Visual Representation

Below is a copy of a "Mind Map" that I have created to help organize the issues that are involved in a financial plan - which is not just managing investments. Investments are one part of the whole process.

At Angelucci Wealth Management, LLC, we help you in all aspects of your financial life.

ANNOUNCING 5 YEAR RETURNS ON AWM INVESTMENT PORTFOLIOS

DATA SHEETS ARE AVAILABLE ON THE AWM WEB SITE - http://www.awmfinancial.com/

I have recently reached the 5 year mark with my model portfolios.

Model portfolios are risk based portfolios that I create and manage over time and which I use as a basis for directing many of my clients investments.

The portfolios have outperformed the Dow Jones - S&P Global Risk Portfolios over the 5 year period in all but the Low Risk Portfolio. That area only slightly underperformed. The reason for the underperformance was primarily due to its heavy bond weighting which was invested in a less risky bond mix than that of the benchmark.

Likewise, The other, more equity heavy portfolios outperformed due to an equity mix that took extra risks in small and value stocks versus the benchmarks.

These reports are important, because the represent evidence of investing success. I encourage you to share these information sheets with others you may know who need investment advice.

It is important to note that not every client is invested in the exact manner as the attached portfolios. Adjustments are made for individual timing and circumstances.

Past performance is not a guarantee of future returns.