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,...
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
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)
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...
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...
Diversification is a strategy designed to help you avoid unnecessary mistakes
1. The Easiest Decade for DIY Investors (The Belle Curve, 3/17/2019)
"Do you remember all the hoopla about “The Lost Decade” for US stocks? Over a ten-year period the S&P 500 had a negative return. That is a very long time to be down in stocks. But what rarely gets mentioned is that investing in different types of stocks provided positive...
How Does The Dow Relate To Your Portfolio?
While the Dow and other indices are frequently interpreted as indicators of broader stock market performance, the stocks composing these indices may not be representative of an investor’s total portfolio. For context, the MSCI All Country World Investable Market Index (MSCI ACWI IMI) covers just over 8,700 large, mid, and small cap stocks in 23 developed and 24 emerging markets countries with...
Today we’re taking you to visit Dimensional’s blog, “Dimensional Perspectives,” and specifically their article titled “Key Questions for Long-Term Investors.”
Key Questions for Long-Term Investors
“Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While...
2018 Market Review
After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a...