WealthProtect Status Update: June 2015

We email the status of our WealthProtect System* monthly and give probability (Low, Mid, High) of a change in status within the next two months. We also include a commentary on actions taken this month as well as changes in overall asset allocation.

Commentary

The WealthProtect System again did not trigger. US equities continue to trade in a very narrow range. Emerging market and natural resource equities weakened a bit making it less likely we will trigger in within a few months. The most significant move came in the REIT sector as US real estate investment trusts have come down significantly. The likelihood of a triggering event is now high. The most noteworthy action, however, is in the bond market as global yields have risen sending bond prices lower. This is interesting as global growth is still rather weak. Sticking with a strategy when returns are low and frustrating is difficult as it is tempting to "do something" in an attempt to or to try and generate some sort of return. I urge investors to be patient as impatience can oftentimes lead to decisions that can really hurt a portfolio.

Thank you for your trust.

*The Armstrong Wealth Management Group WealthProtect System is an investment risk control system designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak to market trough). It is NOT designed to prevent normal market losses (under 20%). No strategy can assure a profit or protect from a loss. Occasional false signals can reduce returns.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Stock investing involves risk including loss of principal.

International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

Investing is Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

The fast price swings in commodities will result in significant volatility in an investor's holdings.

All performance referenced is historical and is no guarantee of future results.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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