2018 Markets Year in Review
DFA 2018 Markets Year-In-Review
While global equity markets delivered positive returns through September 2018, Q4 2018's decline and increased volatility ultimately delivered negative annual returns for the year. Our takeaway from this is to reaffirm that as investors and investment managers, we need to focus on what we can control (diversification, low investment costs, having an investment philosophy for our portfolio and sticking to it) and not on the factors we can't control (i.e., trying to time the markets based on how markets are going to perform).
If you have any questions about this, about your portfolio, or any other planning concerns, please let us know. Thank you again for having us be your CPA and financial advisor, and we look forward to speaking with you soon during Tax Season!
“Their tax knowledge and depth is impressive”
“They go above and beyond what you would expect”
“Proactive, trust them, responsive … well-versed on tax laws and issues”
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”