The Market Has No Memory

Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at…

Q1 2020 Market Review

See below for a brief summary of recent global stock and bond returns.  Please contact your Financial Symmetry team if you have any specific questions regarding your portfolio. Quarterly Market Summary Index Returns Past performance is not a guarantee of…

Is This Time Different?: Bear Markets

“This time is different.”  As the saying goes, these are the four most dangerous words for an investor.  And yet every time is different. I have spent the past 35 years giving financial advice and this is now the fifth…

Coronavirus Concerns

Coronavirus concerns continue to impact the financial markets, as have all the numberless crises that have gone before it. While the potential human and economic effects are very unsettling, what actions should a prudent investor take given this new development?…

The 2010s: A Decade in Review

Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn…

How Markets Work and the FAANG Mentality

Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s common for a subset of stocks to drive a sizable portion of market returns. The…

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