The benefits of the Carlsbad Chamber Aggregation program summarized and CalSavers.
Highlighted Blog Post: Re-Discovering the 'Discovery Meeting'
GoalPath Solutions
Is the stock market divorced from reality?
Article by DFA's Weston Wellington, click here.
Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution
This Post May Help if you're Worried about the Nov 3 Election
New Chart puts Bulls, Bears into Long Term Perspective
Financial Uncertainty Preparedness Checklist
Q2 2020 Market Review & Results
Gerard O'Reilly, DFA CEO, talks about "Value" in Two Brief Two Minute Videos
Q1 2020 Market Review & Results
Coronavirus – An Interesting Look at Bond and Stock Behavior in an Early Three Week Period
Vanguard Research Predicts Tripling of Productivity Growth
Q4 2019 Market Report
What a great year and Q4!
For the year:
US Stocks (Russ 3000) +31%.
Other Developed Countries +22.5%
Emerging Markets +18%
Global Real Estate +23%
US Bonds: +8.7%
Bonds Outside USA: +7.6%
The 4th quarter alone was a "good year"! Our model portfolios were up 3.3% (most conservative) to 9.0% (most aggressive). For financial planning purposes, the estimate of 8%/year which would be 2%/quarter is often used for long term market returns. Our most conservative portfolio beat 2% handily in Q4. Of course we expect the "market" to be above and below 2%/quarter in any one quarter and rarely right at 2%.
See our usual Detailed Market Report here and our Model Portfolio Report here.