2017 Market Review

Wishing you and your family a Happy New Year!  As we look ahead to 2018, below is a summary of 2017's Market Review from Dimensional Funds.  You may find it interesting to remind yourself about how markets performed in 2017, especially given prominent predictions in the media that were to the contrary. 

As always, it can be challenging to listen to the media and conversations you have with friends and colleagues, and then get concerned about your investment portfolio.  Our suggestion is to do your best to tune out those conversations as noise and instead focus on the things that are within your control.  This includes being broadly diversified, taking the right amount of risk that you're comfortable with by allocating between equities and fixed income accordingly, and using investment products like Dimensional Funds' mutual funds whose investment philosophy is aligned with ours.

2017 Market Review by Dimensional Funds

If you have any questions about your investment planning or any other items for your wealth management planning, please let us know.  Thank you again for having us be your advisor, and it's on to Tax Season!