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By funding a Liquidity strategy with resources that cover the next three to five years of expected portfolio withdrawals, investors can buy time for their long-term assets to grow and recover from any short-term losses; this can reduce the risk that they will be forced to sell at bear market prices in order to fund spending needs.

In this presentation, we walk through how to build and refill a Liquidity strategy portfolio, and provide an update on the current market conditions, ending with model Liquidity strategy portfolios. Investors can work with their financial advisor to customize a Liquidity strategy to align with their family's individual goals and circumstances.

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.