Secure Document Sharing
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q1 2021)
Think back to April 2020. A year ago, many investors were scared, some wanting to move to cash, even as most stock markets staged remarkably strong and surprising recoveries. This year, we’re seeing many of those same investors tempted to chase all kinds of hot holdings, as now they seem to have no fear. We hope favorable markets continue. But investing is no game of chance. If you were a client of...
DIMENSIONAL’S QUARTERLY & TOTAL YEAR MARKET REVIEW (Q4 2020 & TY 2020)
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q4 2020 & TY 2020) It’s a wrap. 2020 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 its 2020 Annual Market Review. “The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience...
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q3 2020)
We’re not ones to make stock market forecasts – never have been, never will. Still, had we been tempted to lose our resolve last March, we might have presumed we’d see some pretty awful returns for at least the next quarter or two. Wow, would we have been wrong. Our country has not yet moved past the many personal, social, and economic ravages wrought by COVID-19 and related concerns. But as...
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q2 2020)
If there was a clear message from second quarter markets, it’s that you never know. Even as we saw headlines that “At Least a Fourth of US Economy Goes Idle from Lockdown,” we saw others informing us that “US Stocks Close Out Best Quarter Since 1998.” What can we make of this? In short, Q2 offered a crash course in how critical it is to stay invested in both stocks and bonds,...
Dimensional’s Quarterly Market Review (Q1 2020)
You won’t be surprised to see all the red in returns for stocks this past quarter. But take heart at the green for bond returns. When stock markets are climbing upward, bond funds can seem so boring, but you see now how well they are doing their job of providing stability and ballast in your globally diversified portfolio that holds a mix of bond & stock funds (your asset allocation). At SAGEbroadview we continue...
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 (Q1 2019)
April 18, 2019 Ideal vs. Imaginary Investing “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” – Nobel Laureate Eugene Fama Nobel laureate and Dimensional Fund Advisors board member Eugene Fama has offered an abundance of quotable insights during the 50+ years he’s been studying financial economics. The quote above is one of our favorites – and as fitting as ever as...