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Tips for staving off stress during an uncertain time…..and some fun stuff
As we carry out 'physical distancing' (we'd rather not call it 'social distancing'), let's try to practice psychological closeness by creating - across physical distances - shared experiences with family and friends. (h/t Jamil Zaki) From the Broadsheet, a daily newsletter from Fortune: "Several of you mentioned the soothing effect of listening to podcasts. Audio news and storytelling has become a commuting fixture for many of us, so it makes sense to incorporate them into your WFH...
Dimensional Provides Perspective on the Financial Markets
One of our important jobs is to keep informed about the news, the markets and the economy, and determine if any actions are warranted on your behalf. We also aim to keep you as informed as you wish to be. - Today we share perspective from Dimensional: Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discuss recent volatility in financial markets and provide perspective on these events in...
Control What You Can Control
One benefit of aging is experience. Although Larry and I are technically y’old’s (young olds), we've seen our share of incredibly great times and incredibly difficult times. It has shaped our perspectives as parents, spouses, friends and as financial planners. Many of our clients have often heard us ask "Are you happy with your work, how you spend your time, the quality of your relationships? Is how you are living and spending your money...
Are COVID-19 & the financial markets concerning you?
We’re Here for You We get it. Depending on how much attention you’ve been paying to the news, you may be feeling anywhere from uncomfortable to mildly panicked. So, we’d like to share some thoughts on what is happening now, some ideas on how to think about it, and how to cope today and in the weeks ahead. BUT if the breaking news is leaving you feeling strained to a breaking point,...
You, Your Investments, and the Coronavirus
We want to take a moment to share our thoughts related to the coronavirus, its impact on the financial markets, and, ultimately, on your personal financial situation. The coronavirus has triggered a steep stock market selloff around the world. As of this writing, major market indexes in the US, Europe, Japan, and Australia are down 10% or more from recent all-time highs, according to The Wall Street Journal. But here is some...
Dimensional Shares a Decade in Review
Dimensional Shares a Decade in Review Where were you on New Year’s Eve, 2009? Now, how about the same in 2019? Only you can answer that question. But we can tell you where the market was across the same period. As Dimensional Fund Advisors reported in its new “Decade in Review”: “From a growth-of-wealth standpoint, $10,000 invested in the stocks in the [MSCI All Country World IMI Index] at the beginning of 2010...
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q4 2019 & TY 2019)
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q4 2019 & TY 2019) It’s a wrap! 2019 market performance numbers are now available for the fourth quarter and the year. Today, we share Dimensional Fund Advisor’s latest Quarterly Market Review, along with its 2019 Annual Market Review. Fourth quarter 2019 served up another solid reminder: There’s still no telling exactly how breaking news is going to impact upcoming market returns. After all, there was plenty of ongoing, unsettling news to stomach...
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q3 2019)
Another quarter of contrasts has come and gone, delivering a mixture of modestly positive and negative returns. Despite relatively quiet markets, breaking geopolitical news swarming all around us has been anything but. Meanwhile, the S&P 500 index has continued to log “an incredible decade.” This may leave you wondering how high stock markets can continue to fly. Especially as pundits continue to predict the next recession is due … if not...