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TWO PORTFOLIO COMPARISON DISCLAIMER: The first table is intended to illustrate the potential results of a hypothetical investment of $1,000,000 in the Vanguard 500 Index Inv (VFINX) beginning on the first trading day of 2000 and held through the last trading day of 2017, with $50,000 withdrawn from the investment on an annual basis. It is assumed that any dividends and other earnings are reinvested and no allowances for external advisory fees have been made. The results may vary significantly if the beginning day/and or the ending day is altered. The holdings comprising the fund have changed over time and are likely to change in the future. The fund performance and other information was acquired from Morningstar Direct. It is believed to be accurate but has not been independently verified by Brindle & Bay Financial Advisors, LLC. Past performance is not necessarily indicative of future results. The second table is intended to illustrate the potential results of a hypothetical investment of $1,000,000, with $50,000 withdrawn from the investment on an annual basis, in a hypothetical mix of securities, which would yield a series of returns that are less volatile than the returns of an investment intended to track the S&P 500® over the same time period, beginning on the first trading day of 2000 and held through the last trading day of 2017. The table does not represent the results of an investment of an actual security or mix of securities. Investment advisory services offered through Brindle & Bay Financial Advisors, LLC, a Registered Investment Adviser.
Any references to client experiences made in this video may be deemed to be indirect testimonials. Clients were not compensated for providing any testimonial statements. Any references to client experiences are for illustrative purposes only. Actual client experiences will vary.
