Dimensional Fund Advisors: The Uncommon Average

Dimensional Fund Advisors: The Uncommon Average

November 15, 2017 in Dimensional, Evidence-Based Investing, Investing by Sheri Iannetta Cupo

Uncommon Average

OCTOBER 2017

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”

—David Booth

The US stock market has delivered an average annual return of around 10% since 1926.^[1] But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically. For example, how often have the stock market’s annual returns actually aligned with its long-term average?

This week’s DFA article will help answer this question: OPEN PDF ARTICLE

Sheri Iannetta Cupo, Founding Partner (Retired) & Director

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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.