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Don's Market Outlook

August 12, 2011

Don's Outlook 8/12/2011
After reaching severely oversold levels this week and hitting another key support level, the stock market bounced up and down in volatile trading...

July 22, 2011

Don's Outlook 7/22/2011
The stock market rebounded this week as news of better corporate earnings took center stage once again. The S&P 500 bounced off its 50-day moving average and moved back toward its July highs, but it...

July 15, 2011

Don's Outlook 7/15/2011
The late-June rally, which brought stocks back toward 2011 highs, lost momentum this week. Even though that rally had been broad, pulling all sectors along with it, cyclical stocks had seen the largest rebounds...


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Disclaimer

DISCLAIMER: IMPORTANT LEGAL INFORMATION

 Dion Money Management, LLC (“DMM”), and Fidelity Independent Adviser Newsletter, LLC (“FIAN”) are completely independent of, and not affiliated with, Fidelity Investments or any of the Fidelity mutual funds, The Vanguard Group or Charles Schwab.

This website is for informational purposes only and is not a complete description of our investment advisory services or performance. Before purchasing any mutual fund, investors should consider carefully information contained in the mutual fund prospectus, including investment objectives, risks, charges and expenses

DMM and FIAN believe that the information on this site, including but not limited to market or other financial information, is correct and reliable, but does not warrant that information contained on this site will be timely, accurate, uninterrupted or error–free.

The information and services described on this website are not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities law of such jurisdiction.

Hyperlinks are provided as a convenience and we disclaim any responsibility for information, services or products found on Wed sites linked hereto. By clicking on an advertisement or hyperlink you are leaving the content and premises of DMM and FIAN and will be transferred to a third party Wed site of which DMM and FIAN do not have any control over nor vouch for the content contained therein. DMM and FIAN are not responsible for errors or omissions in that material, and does not necessarily approve of or endorse the information provided.

ALL INFORMATION AND CONTENT IS FURNISHED WITHOUT ANY IMPLIED OR EXPRESS WARRANTIES. ALL INFORMATION AND CONTENT ON THIS WEBSITE IS SUBJECT TO APPLICABLE STATUTES AND REGULATIONS.

Model Portfolio Results

FIAN.s model performance returns are compiled by Fidelity Independent Adviser from historical returns of a determined mix of selected mutual funds or exchange-traded funds based upon investment strategies. These results include the reinvestment of all dividends and capital gains. Performance totals deduct Dion Money Management.s highest quarterly fee since inception, which has ranged from 0.4375 to 0.5 percent. The model results do not represent actual recommendations or trading.

Model results do not reflect the impact of material economic and market factors that impact DMM’s decision-making if DMM were actually managing clients’ money. Because DMM manages its actual client portfolios according to each client's specific investment needs and circumstances, model results may in some cases differ significantly from the results our clients achieve, due in part to timing of the recommendations by DMM, market conditions, client money market balances, and timing of client deposits and withdrawals. In addition, client portfolios may contain less or more funds and may contain different funds in order to meet client needs.

Model performance results may have inherent limitations. No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy.

Model trading does not involve financial risk, and no model trading record can completely account for the impact of financial risk associated with actual trading. Other factors related to the markets in general or the implementation of any specific trading strategy that can adversely affect actual trading results cannot be fully accounted for in the preparation of model performance results.

The volatility of the S&P 500, Wilshire 5000, Russell 2000, Dow Jones and Nasdaq indices may be materially different from that of the client’s account, the securities holdings of which may differ significantly from those of the indices.

The indices’ results shown reflect reinvestment of dividends unless otherwise noted. These indices have not been selected to represent appropriate benchmarks to compare the clients’ performance, but rather are disclosed to allow for comparison of the client’s performance to that of well-known, widely recognized indices.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including loss of principal.