In our experience, the size of your capital base invested to produce income will determine if you will be able to achieve the lifestyle you want during retirement. We have found that protecting portfolio capital from large losses can be much more important than trying to capture high returns.

Why Does Capital Matter?



Important Information

Past performance does not guarantee future performance. This hypothetical illustration is not indicative of any WBI Fund returns. The Dow Jones Industrial Average is a price-weighted average of 30 of the largest blue chip issues traded on the New York Stock Exchange. You cannot invest directly in an index.