Dimensional’s Quarterly Market Review (Q4 2018 & TY 2018)


2018 Market Performance

It’s a wrap! 2018 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 2018 Annual Market Review. We hope you’ll use these summaries to reinforce the importance of staying with your own financial goals and risk tolerances, no matter how terrible one year of returns may seem. Please pay special attention to “Why Should You Diversify?” starting on page 19 of the Q4 report.

We also hope you’ll continue to ignore the usual “noise” suggesting that some forecasters have any idea of what exactly 2019 may have in store for us, because they do not.

Quarterly Market Review (QMR) – Q4 2018 

Annual Market Review – 2018

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.