• GETTING STARTED WITH US
  • ACCOUNT ACCESS
  • SECURE DOCUMENT SHARING
  • CLIENT FORMS
  • LEGAL
linkedin
twitter
google_plus
  • HOME
  • THE CLIENT EXPERIENCE
  • MEET YOUR TEAM
    • LARRY ANNELLO, CFP®
    • SHERI CUPO, CFP®
    • J. DAVID PRINCIPE, CFP®
    • CHRISTOPHER J. ANNELLO, CFP®
    • LYNN IANNETTA BAKER, OFFICE MANAGER
  • ABOUT OUR CLIENTS
  • BLOG
  • CONNECT WITH US
    • NEW JERSEY OFFICE
    • CONNECTICUT OFFICE
    • MASSACHUSETTS OFFICE

Dimensional’s 2017 Market Review

January 16, 2018
by Sheri Iannetta Cupo
Comments are off

Dimensional’s 2017 Market Review

One Last Look at the 2017 Bond & Stock Markets

Before we proceed full tilt into 2018, let’s take one last look at last year’s heady, mostly double-digit 2017 stock market returns, as shared in Dimensional Fund Advisor’s 2017 Market Review.

How best to view the largely fair-weather market performances of late? Your investment experience is like a cross-continental trek. You get to define your desired destination – although, as in real life, you aren’t guaranteed to reach it. You also get to choose between a low, slow, temperate trail (lower risk and lower expected returns), or a potentially swifter route with more peaks, valleys and weather extremes (higher risk and higher expected returns).

Whichever route you’ve chosen, remember, the most likely way to achieve your financial goals is almost always in the form of a steadfast, forward march. Let us know if we can help with that.

OPEN PDF: Dimensional’s 2017 Market Review


Share on LinkedIn
Linkedin
Share on Facebook
Facebook
Share on Google+
Google+
Tweet about this on Twitter
Twitter
Print this page
Print
About the Author
With first-hand experience as a corporate executive, small-business owner and stay-at-home parent, Sheri is like a Swiss Army Knife: Her varied background has equipped her to help individuals and families cut through an array of financial complexities standing in the way of their most fulfilling lives.
Social Share

    SEARCH


    SUBSCRIBE TO OUR BLOG

    RECENT POSTS

    • 3 Things: Tax Refunds, Higher Cost of Women’s Auto Insurance, and Higher-Earning Savings Accounts
    • Dimensional Perspectives: Déjà Vu All Over Again
    • Dimensional Perspectives: Key Questions for Long-Term Investors
    • Dimensional’s 2018 Market Review
    • Dimensional’s Quarterly Market Review (Q4 2018 & TY 2018)

    CATEGORIES

    • 1MinChart Series
    • Advisor Role
    • Articles
    • Behavior/Psychology
    • Budgets
    • Business Planning
    • Charitable Giving
    • College Planning
    • Company Stock Plans
    • Corporate Executives
    • Credit
    • Dimensional
    • Economics
    • Estate Planning
    • Evidence-Based Investing
    • Evidence-Based Investment Insights Series
    • Expenses
    • Family Money
    • Fiduciary
    • Financial Life Planning
    • Gratitude
    • Health Savings Account
    • Identity Theft
    • In The News
    • Insurance
    • Investing
    • Investment Basics Series
    • IRA
    • Mindful living
    • Money Management
    • Pension
    • Real Estate
    • Research
    • Restricted Stock
    • Retirement Planning
    • Risk Management
    • SAGE news
    • SAGE Reads
    • SageBroadview News
    • Serendipity
    • Stock Options
    • Summer Refresher Series
    • Summer Retirement Series
    • Tax Management
    • Technology
    • The Worth of Sage Advice Series
    • Women in Finance
    • Year In Review
    • Young Adult Series

    CLIENT ACCESS

    • GETTING STARTED WITH US
    • ACCOUNT ACCESS
    • SECURE DOCUMENT SHARING
    • CLIENT FORMS
    • LEGAL

    CONTACT US

    NEW JERSEY OFFICE
    T. 973.539.0200 / eFax 860.606.9484
    COURTHOUSE PLAZA
    60 WASHINGTON STREET
    SUITE 102
    MORRISTOWN, NJ 07960

    CONNECTICUT OFFICE
    T. 860.606.3580 / eFax 860.606.9484
    FARMINGTON CORPORATE PARK
    6 EXECUTIVE DRIVE
    SUITE 111
    FARMINGTON, CT 06032-2837

    MASSACHUSETTS OFFICE
    T. 781.222.4728 / eFax 860.606.9484
    2 BURLINGTON WOODS DRIVE
    SUITE 100
    BURLINGTON, MA 01803

    [email protected]

    Have a document you want to send us? Please don't email it - use our Secure Document Sharing tool.

    CFP Logo Fee Only Logo NAPFA Logo