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Roadmap toRecovery
 An 8 Step Plan to Rebuild Your  Finances After the Shock
By John T. McCarthy CFP
 ® 
 McCarthy Grittinger Weil Financial Group
Your Anxiety Removal Team
SM
 
 
 
Roadmap to RecoveryAn 8 Step Plan to Rebuild Your Finances After the Shock 
 Roadmap to Recovery
is written in response to the unprecedented financial,economic and market storm that has battered investment portfolios, cracked nesteggs, derailed financial and retirement plans, shaken confidences and left investorsuncertain how to proceed. This compact guide is full of timely and practicalinformation and direction on how to survive, succeed and move forward in thisunsettled economic climate.All Rights Reserved
About the Author
John T. McCarthy CFP
®
is the founder and managing principal of McCarthyGrittinger Weil Financial Group and a 25-year veteran of the financial planningindustry. John is the author of three books. The financial life planning book 
 Embrace the Journey—Stories of Life and Finance
(2008),
The New MillenniumGuide to Managing Your Money
(1998), and
 Financial Planning for a Secure Retirement 
(1991, 1996). He is a graduate of the Business School of MarquetteUniversity which he attended on an Evans Scholarship. John resides inWauwatosa, Wisconsin, with his wife Cathy, and their three children.
About Us
McCarthy Grittinger Weil Financial Group, LLC is an independent SEC registeredfinancial planning and investment advisory firm based in Milwaukee, Wisconsin.Established in 1995, we hold ourselves out as Your Anxiety Removal Team
SM
 
andserve some 250 individual clients. A firm specialty is advising clients facingfinancial and life transitions.
Contact Information
McCarthy Grittinger Weil Financial GroupOne Honey Creek Corporate Center 
 
 2
125 S. 84
th
Street, Suite 130Milwaukee, WI 53214-1498Phone: (414) 475-1369Fax: (414) 475-0613Website: www.mgfin.com
 
DOWN THE ROAD -- AN INTRODUCTION
For the past year there has been no place to run, no place to hide, from an historicmarket collapse. We have suffered a dreadful shock to our financial lives, eerilysimilar to an earthquake. The initial shock has been quite an awakening. Tremorsare still being felt in its aftermath, and there is fear of aftershocks to come. Whilethis economic, financial and market disaster has been severe, it now appears tohave been something short of calamitous.
 
Spring has finally replaced the long, hard winter and with it brings the promise of renewal and a fresh start. On almost a daily basis, increasing evidence indicatesthe economy eventually will pull out of this deep and protracted recession and thestock market escape the claws of a particularly brutal bear market. Just recently,President Obama spoke of seeing “glimmers of hope” in the U. S. economy.Federal Reserve Chairman Ben Bernanke has spied “green shoots” sprouting fromthe barren financial landscape. Economic advisor and former Fed Chief PaulVoelker sees the economic downfall leveling off. After months of declining,consumer confidence levels have begun to rise. The stock market has rallied some30% and demonstrated resiliency and lower volatility since reaching a bear marketlow of 6547 on March 9, 2009.As of the end of May, the S&P 500 has managed to climb back into positiveterritory for 2009, boosted by a 5.3% gain for the month. Its three-month gain of 25% was its biggest three-month rise since August 1938. The tech-heavy Nasdaqis up a reassuring 12.5% year-to-date. Global markets have also recovered somefrom the severe hits they suffered during 2008. A welcome change of tone haslifted the veil of gloom and doom over the past several weeks, suggesting, justmaybe, the worst is behind us.In the fall of 2008, there was prevalent a very real fear the entire global financialsystem could collapse, throwing us into the depths of another Great Depression.With every passing day, it appears more likely such a full-blown nightmarescenario has been averted. This welcome realization has been accompanied by a
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