September 2011 Outlook Presentation

Nasdaq Comp., DJIA, S&P500 (9/4/2008 – 9/2/2011)

Japan’s Nikkei Index01/6/1986 – 9/1/2011

Market Potential

B i C lBusiness Cycle

12Low UnemploymentX

9 D i C it lBusiness CyclensionContra

X9 3Accelerating Profits Decreasing Capital 

ExpendituresBusiness Cycle

Expa

n action

6High Unemployment

STOCK CLOCK -Jeff Mortimer, Chief Investment Officer—Charles Schwab Investment Management, Inc. 

Three Investor Types 

Self Directed Institutional Self w/Guidance

Investment Approach

Active Asset Allocation – Moderate Model10%

15%

5% 5% 5%

90%

100%

Active Asset Allocation Moderate Model

30%

40%

30%

20% 20%35%

70%

80%

15%

%

20%

25% 25%

%40%

50%

60%Cash

Bonds

Alpha

45%

35%

45%50% 50%

10%50%

20%

30%

40%Stocks

15%

35%0%

0%

10%

P ki C t ti E l R L t R E l E i L t E iPeaking Contraction Early Recovery Late Recovery Early Expansion Late ExpansionLoss Avoidance Risk Bearing

Source: 16 Slide Presentation 5_2011 – Infinity 8 Investments, LLC

Workingfor YOU

InstitutionalResources

BENEFITSResources

No SalesQuotas Fee Based on 

A V lQ

Objective

Account Value

Objective Advice

Getting Started