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 ours last spring, we were honored to be by your side, to remind you that your disciplined investment strategy was already in place. And your globally diversified portfolio was already structured to help you maximize expected returns while minimizing the risks involved.

At the time, we encouraged you to stick to plan. Today, we encourage you to do the same. Markets may run hot or cold. The scenery may be different. But your financial journey remains the same.

Here’s a striking image from the QMR to whet your reading appetite:

World Stock Market Performance q1 sbv

And don’t miss the article on page 19 from Dimensional’s Global Head of Investment Solutions, Marlena Lee, PhD. “YOLO, Meme, and EMH: What’s Your Investment Style?”

VIEW PDF: Quarterly Market Review (QMR) – Q1 2021

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.