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Two Steps Forward, One Step Back for Investors

Below is research from Dimensional Fund Advisors showing historical market returns and how they relate to the past 3 years. In my opinion, research like this is good to review as it puts investing into perspective.

The past 3 years have felt out of the ordinary but when compared to historical data they have actually been very average.

You can access the article below or by clicking this link.

If you’d like an objective second opinion about your finances, please contact Michael Shea, a CERTIFIED FINANCIAL PLANNER™ and owner of True Equity Wealth Management LLC. Email him at michael.shea@trueequitywealth.com or fill out a contact form.

This work is powered by Advisor I/O under the Terms of Service and may be a derivative of the original.

DISCLAIMER
This blog is provided for informational purposes only. Such views are subject to change at any point without notice. The information in the blog should not be considered investment or tax advice or a recommendation to buy or sell any types of securities. Some of our blogs or information therein have been obtained from third party sources believed to be reliable but such information is not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. No reliance should be placed on, and no guarantee should be assumed from, any such statements or forecasts when making any investment decision.

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