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Text Content

 * ABOUT
    * Why Us
    * Meet The Team
    * Organizations
    * Technology
    * Philanthropy

 * SERVICES
    * Financial Planning
    * Investment Management
    * Insurance & Risk Management
    * Retirement Planning
    * Estate Planning

 * MEDIA & AWARDS
    * Publications & Media
    * Awards & Recognition

 * MARKET COMMENTARY
    * 2022
    * 2021
    * 2020
    * 2019
    * 2018

 * CONTACT
 * CLIENT LOG-IN
    * Charles Schwab & Co., Inc.
    * Fidelity
    * eMoney
    * Orion Advisor Services

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FREE FINANCIAL REVIEW
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 * ABOUT
    * Why Us
    * Meet The Team
    * Organizations
    * Technology
    * Philanthropy

 * SERVICES
    * Financial Planning
    * Investment Management
    * Insurance & Risk Management
    * Retirement Planning
    * Estate Planning

 * MEDIA & AWARDS
    * Publications & Media
    * Awards & Recognition

 * MARKET COMMENTARY
    * 2022
    * 2021
    * 2020
    * 2019
    * 2018

 * CONTACT
 * CLIENT LOG-IN
    * Charles Schwab & Co., Inc.
    * Fidelity
    * eMoney
    * Orion Advisor Services


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LATEST MEDIA

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DISCLAIMER

Magnus Financial Group LLC (“Magnus”) did not produce and bears no
responsibility for any part of this report whatsoever, including but not limited
to any macroeconomic views, inaccuracies or any errors or omissions. Research
and data used in the presentation have come from third-party sources that Magnus
has not independently verified presentation and the opinions expressed are not
by Magnus or its employees and are current only as of the time made and are
subject to change without notice.

This report may include estimates, projections or other forward-looking
statements, however, due to numerous factors, actual events may differ
substantially from those presented. The graphs and tables making up this report
have been based on unaudited, third-party data and performance information
provided to us by one or more commercial databases. Except for the historical
information contained in this report, certain matters are forward looking
statements or projections that are dependent upon risks and uncertainties,
including but not limited to factors and considerations such as general market
volatility, global economic risk, geopolitical risk, currency risk and other
country-specific factors, fiscal and monetary policy, the level of interest
rates, security-specific risks, and historical market segment or sector
performance relationships as they relate to the business and economic cycle.

Additionally, please be aware that past performance is not a guide to the future
performance of any manager or strategy, and that the performance results and
historical information provided displayed herein may have been adversely or
favorably impacted by events and economic conditions that will not prevail in
the future. Therefore, it should not be inferred that these results are
indicative of the future performance of any strategy, index, fund, manager or
group of managers. Index benchmarks contained in this report are provided so
that performance can be compared with the performance of well-known and widely
recognized indices. Index results assume the re-investment of all dividends and
interest.

The information provided is not intended to be, and should not be construed as,
investment, legal or tax advice nor should such information contained herein be
construed as a recommendation or advice to purchase or sell any security,
investment, or portfolio allocation. An investor should consult with their
financial advisor to determine the appropriate investment strategies and
investment vehicles. Investment decisions should be made based on the investor’s
specific financial needs and objectives, goals, time horizon and risk tolerance.
This presentation makes no implied or express recommendations concerning the way
any client’s accounts should or would be handled, as appropriate investment
decisions depend upon the client’s specific investment objectives.

Investment advisory services offered through Magnus; securities offered through
third party custodial relationships. More information about Magnus can be found
on its Form ADV at www.adviserinfo.sec.gov.


TERMS OF USE

This report is intended solely for the use of its recipient. There is a fee
associated with the access to this report and the information and materials
presented herein. Re-distribution or republication of this report and its
contents are prohibited. Expert use is implied.


DEFINITIONS

Asset class performance was measured using the following benchmarks: U.S. Large
Cap Stocks: S&P 500 TR Index; U.S. Small & Micro Cap: Russell 2000 TR Index;
Intl Dev Large Cap Stocks: MSCI EAFE GR Index; Emerging & Frontier Market
Stocks: MSCI Emerging Markets GR Index; U.S. Intermediate-Term Muni Bonds:
Bloomberg Barclays 1-10 (1-12 Yr) Muni Bond TR Index; U.S. Intermediate-Term
Bonds: Bloomberg Barclays U.S. Aggregate Bond TR Index; U.S. High Yield Bonds:
Bloomberg Barclays U.S. Corporate High Yield TR Index; U.S. Bank Loans: S&P/LSTA
U.S. Leveraged Loan Index; Intl Developed Bonds: Bloomberg Barclays Global
Aggregate ex-U.S. Index; Emerging & Frontier Market Bonds: JPMorgan EMBI Global
Diversified TR Index; U.S. REITs: MSCI U.S. REIT GR Index, Ex U.S. Real Estate
Securities: S&P Global Ex-U.S. Property TR Index; Commodity Futures: Bloomberg
Commodity TR Index; Midstream Energy: Alerian MLP TR Index; Gold: LBMA Gold
Price, U.S. 60/40: 60% S&P 500 TR Index; 40% Bloomberg Barclays U.S. Aggregate
Bond TR Index; Global 60/40: 60% MSCI ACWI GR Index; 40% Bloomberg Barclays
Global Aggregate Bond TR Index.

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   New York City, NY 10016
   
    * Phone: 1-800-339-1367
    * Email: service@magnusfinancial.com

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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2022 Magnus Financial Group LLC

90 Park Avenue, Suite 1800, New York, NY 10016 | Phone: 800-339-1367 | Email:
service@magnusfinancial.com

Active clients will receive account statements directly from their qualified
custodian at least quarterly. Statements should detail all transactions during
the period. If you have any questions or are not receiving account statements at
least quarterly, please contact us. If at any time you experience any changes in
your investment objectives or risk tolerance, please contact us to determine if
changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”)
for informational purposes only. Investing involves the risk of loss and
investors should be prepared to bear potential losses. Past performance may not
be indicative of future results and may be impacted by events and economic
conditions that will not prevail in the future. No portion of this commentary is
to be construed as a solicitation to buy or sell a security or the provision of
personalized investment, tax or legal advice. Certain information contained
herein this is derived from sources that Magnus believes to be reliable;
however, the Firm does not guarantee the accuracy or timeliness of such
information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place
of business in New York. The Firm may only transact in those states which our
notice is filed or qualifies for a corresponding exemption from such
requirements. View Magnus Privacy Notice for more details. For information about
Magnus’s registration status and business operations, please consult the Firm’s
Form ADV disclosure documents, the most recent versions of which are available
on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in
other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements

Regarding client privacy, please view the following Magnus Privacy Notice