2016 1st Quarter Update

1st Quarter - 2016

Greetings!

The equity markets started 2016 on a swift downward trend. However, by mid-February, the markets reversed direction ending the quarter about where they started. Many institutional investors believe that volatility is here to stay. Global headwinds remain including the slowdown in China’s economy, the changes in United States Federal Reserve policy, low commodity prices, and the upcoming presidential election. Even with all the headwinds, many believe the continued growth (albeit at a slow pace) in many economies throughout the world will be the overriding factor to drive the markets.

Online Social Security Account Access

Get yourself organized for 2016 and beyond. You can do this online at any time by visiting www.ssa.gov.

If you've already created an online account, congratulations! However, also make sure to log on to your account on an annual basis and review your earnings history for accuracy. Contact SSA (800-772-1213) immediately if you think your record is incorrect.

For more information on this useful tool for retirement planning, click on the following link for access to the article.

Article: Set up online Social Security account

PIMCO's Outlook: 2016 and Beyond

At the Cyclical Forum in early March, PIMCO investment professionals from around the world gathered to analyze business cycle and policy dynamics across major developed and emerging economies and identify the trends that we believe will have important implications for investors.

PIMCO also released an article in March of this year that discussed their opinion on what the outlook of 2016 will be like. This was referenced in their Cyclical Outlook article and is linked below as well for further in-depth information.

For PIMCO's Cyclical Outlook - Click this link here: Calmer C's Ahead

For PIMCO's Outlook for the next few years - Click this link here: The Recession of 2020

Securities are offered through WWK Investments, Inc. - Member: FINRA - SIPC
Investment Advisory Services are offered through WWK Advisors - Registered Investment Advisor

The information contained in this material is being provided for general educational purposes and should not be interpreted as specific legal, tax or investment advice. It does not address or account for your individual investor circumstances. Investment decisions should always be made based on your specific financial needs and objectives, goals, time horizon and risk tolerance. Consult your tax advisor or attorney regarding tax issues specific to your circumstances. Neither WWK Advisors, LLC nor WWK Investments, Inc. offer tax or legal advice. Any legal services are provided through Haelewyn Harris Law PLLC, a completely separate business entity that is not affiliated with WWK Investments, Inc. or WWK Advisors, LLC.

Investors should carefully consider the investment objectives, risks, charges and expenses of any investment. This and other important information is contained in the prospectuses (links to prospectuses can be found here), which can be obtained from your financial professional and should be read carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity.

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