WEBINAR – Market Review 3.26.20

EDUCATIONAL CONTENT DISCLAIMER The content provided within this video/ website/social media platforms, e-mail transmissions, video, pictorial, or any associated media (hereinafter collectively referred to as “Information”) is provided for educational purposes only and is not and should not be construed as professional financial, investment, tax, or legal advice.  This is not investment or trading advice nor a solicitation or recommendation to purchase or sell securities, nor solicitation of an offer to purchase or sell securities, nor an attempt to influence the purchase or sale of any security. Past performance is no guarantee of future results.  Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside McMill Wealth Management/Wealth Management LLC.  Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Despite efforts to be accurate and current, this presentation may contain out of date information. Additionally, McMill Wealth/Wealth Management LLC will not be under an obligation to advise you of any subsequent changes. McMill Wealth Management and Wealth Management LLC are registered investment advisors with the Securities Exchange Commission.  Slide Sources Fastest Correction – https://finance.yahoo.com/news/stock-… Don’t Bail on the Lows, Stick Around for the Highs – Source: FactSet, Standard & Poor’s, J.P. Morgan Asset Management. Returns are based on price index only and do not include dividends. Intra-year drops refers to the largest market drops from a peak to a trough during the year. For illustrative purposes only. Returns shown are calendar year returns from 1980 to 2019, over which time period the average annual return was 8.9%. Guide to the Markets – U.S. Data are as of December 31, 2019. Past performance is not an assurance of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money. Securities of small firms are often less liquid than those of large companies. As a result, small company stocks may fluctuate relatively more in price. Even a long-term investment approach cannot ensure a profit. Economic, political, and issuer-specific events will cause the value of securities, and the funds that own them, to rise or fall. Because the value of investments will fluctuate, there is a risk that investors will lose money. Bear Markets since WWII – Source: Murray, Nick. Simple Wealth, Inevitable Wealth. Nick Murray Company, Inc., 2019 S&P Performance Following Historical Events – https://www.capitalgroup.com/advisor/… Market Downturns and Recoveries – Past performance is no guarantee of future results. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Downturns are defined by a time period when the stock market value declined by 10% or more from its peak. © Morningstar 2020. All Rights Reserved. U.S. Market Recovery After Financial Crises – Past performance is no guarantee of future results. Returns reflect the percentage change in the index level from the end of the month in which the event occurred to one month, six months, one year, three years and five years after. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. © Morningstar 2020. All Rights Reserved. Focus On What You Can Control – Diversification does not eliminate the risk of market loss. There is no guarantee investment strategies will be successful. For illustrative purposes only.