DIMENSIONAL’S MARKET REVIEW (Q4 2021 & TY 2021) It’s a wrap! 2021 market performance numbers are now available for the fourth quarter and the total year. Today, we share Dimensional Fund Advisor’s latest Quarterly Market Review, along with their 2021 Annual Market Review. “KEY TAKEAWAYS   Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record. While COVID-19 continued to dominate...

Businesses, Stock Markets & the Economy As Much of 2021 that Fits on One Page. 2021 was an extraordinary year in many ways. While unlikely that any single chart could convey what investors experienced, Avantis has assembled a few data points and headlines for a trip down memory lane. (PDF) Underestimate the U.S. Economy at Your Own Risk (Ben Carlson) “Unfortunately, after diversifying and creating a plan that fits within your risk profile and...

Businesses, Stock Markets & the Economy 2021 Was One of the Best Years in the Stock Market History (Ben Carlson) “…if you were a buy-and-hold investor in the U.S. stock market in 2021, give yourself a pat on the back. You just lived through one of the greatest years of all-time in the stock market. It’s not always going to be this easy.” 10 Lessons from 2021 (Michael Batnick) Your Finances & other Wealth Management...

Businesses, Stock Markets & the Economy Why a Stock Peak Isn’t a Cliff (Dimensional) “Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-,...

Businesses, Stock Markets & the Economy Corrections, Retracements, Crashes & Dips  (Barry Ritholtz) Source: Barry Ritholtz “Whenever we have a one-day event that looks different from the prior few days or weeks, I wonder how the language used might impact investors . . . Is a “Sell off” worse than a “Pullback”? Should people be more worried about a “Correction” than a “Dip”? What about the plunges, overbalances, surprises, lurches, debacles, ruins, depressions,...

A quick meditation for gratitude for this Thanksgiving season (headspace.com) "One way we can integrate gratitude into our busy lifestyles is by taking in our surroundings. The next time you find yourself strolling outdoors alone, try this quick meditation. Start walking at a steady pace, which feels comfortable for you. Take a moment to take in the surrounding environment, focusing on what you see around you. Notice whether it is quiet...

Businesses, Stock Markets & the Economy Watch on YouTube: Bitcoin (and the blockchain) Explained (Slidebean)   Or read: Demystifying Cryptocurrencies: A Primer (Avantis) Your Finances & other Wealth Management links Asset Allocation When You Have Enough. “What you'd like to achieve with any "extra" assets can help you calibrate your portfolio's equity exposure.” (Morningstar) “At the end of the day, there’s no “right” answer to creating an asset allocation mix. It all comes down to an...