Following up on my 1st Quarter Client Note, I am providing a more robust and detailed review of the world capital market performance, graciously provided by our friends at Dimensional Fund Advisors. Attached is their Quarterly Market Review. The report includes: a global overview, timeline of events, and the returns of asset classes in both US and international markets. Also included are returns for globally diversified index portfolios for a number of different global stock/bond mixes, highlighting the benefits of diversification.
For readers who want to look more deeply under the hood, this is a comprehensive, yet accessible, review.
Steve Smith, Principal of Right Path Investments is here to guide you with preparations to take your next step. If you're ready to take that step, schedule some time for a one on one with Steve today.