Dimensional third quarter 2021 results

As usual, there was plenty to be concerned about in years past if you paid close attention to the never-ending news cycle.

But throughout, markets delivered strong returns as you can see in the excerpt below from page 4:

It’s typical to think of capital markets as nothing more than constructions for conducting commerce and making money. That they tend to do over time. But markets are made of people, in all our messy glory. Which means the day-to-day shorter-term view can be especially messy. This tempts reporters and consumers alike to focus on bold, breaking news that seems to matter, instead of the bigger picture.

In a world that never stops spinning, SAGEbroadview is here to help you keep your eye on the ball, and to ignore any noise that is not meaningful to helping you realize your family’s greatest goals.

VIEW PDF: Quarterly Market Review (QMR) – Q3 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.