Investment Strategy Performance

	YTD	1 Year	Avg From 11/2004
RWA Aggressive	2.98%	-15.33%	14.02%
RWA Moderate Aggressive	6.10%	-11.56%	13.46%
RWA Moderate	9.27%	-7.87%	12.77%
RWA Moderate Conservative	12.46%	-4.28%	11.96%
RWA Conservative	15.70%	-0.81%	11.05%
RWA High Income	18.97%	2.53%	10.02%
RWA Income	12.13%	2.33%	6.94%
S&P 500	1.96%	-28.05%	-4.85%

Important Disclosures

Commissions Stink

Commissions

Click and Learn 7 Steps to Keeping Commissions from Eating Away at Your Portfolio Hopefully you will find this questionnaire educational and it will help shed light on how brokers and advisors are compensated.

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How Risky Are You?

Risk

Don't Risk Too Much Money in the Stock Market. Click Image and answer our free questionnaire to determine your risk tolerance.

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How Intelligent Is Your Portfolio?

Portfolio Intelligence Assessment

The Portfolio Intelligence Assessment is a simple web-based tool to help investors better understand whether or not their investment strategy is based on documented facts or lack thereof. Click Image to Learn More

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What the Experts are Saying About the Financial Markets

If you really want to get smart about investing, try learning from some of the economic greats!

Click on the "read more" tab in this section to reach one of the most comprehensive collections of quotes from such notable investment gurus as:

Warren Buffet
Peter Lynch
John Bogle
James O'Shaughnessy
Bill Gross
and many, many more

In addition to some of their more notable quotes on investing, you will get a brief overview of who they are and what has made them famous. Enjoy!

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How Good is Your Investment Advisor?

For the period ending 06/30/2009 the FormulaFolio Investment Strategies produced 3 of the top 10 rankings for the State of Michigan and 1 strategy placed in the top 25 nationally. For a complete list of Michigan rankings please contact our office by calling 1-800-903-2562. The rankings are based on net investment return from Money Manger Review for the past calendar year.

_{Performance figures are representative of model portfolios and updated as of 06/30/2009. Returns are net of advisory fees and trading costs but gross of taxes. For complete performance information and disclosures please click here. Past performance is no guarantee of future results. Investing in equities carries risk, including the risk of losing invested principal. Some results are created by backtesting a model portfolio strategy. For more information on backtesting and its inherent limitations please click here. *Inception is average annualized return from 11/01/2004.}