Dimensional’s 2017 Market Review

Dimensional’s 2017 Market Review

Dimensional’s 2017 Market Review

One Last Look at the 2017 Bond & Stock Markets

Before we proceed full tilt into 2018, let’s take one last look at last year’s heady, mostly double-digit 2017 stock market returns, as shared in Dimensional Fund Advisor’s 2017 Market Review.

How best to view the largely fair-weather market performances of late? Your investment experience is like a cross-continental trek. You get to define your desired destination – although, as in real life, you aren’t guaranteed to reach it. You also get to choose between a low, slow, temperate trail (lower risk and lower expected returns), or a potentially swifter route with more peaks, valleys and weather extremes (higher risk and higher expected returns).

Whichever route you’ve chosen, remember, the most likely way to achieve your financial goals is almost always in the form of a steadfast, forward march. Let us know if we can help with that.

OPEN PDF: Dimensional’s 2017 Market Review

Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.