Intricacies in the Indices
As we begin the second quarter and reflect on the year past, it would be an understatement to say that investors faced historic challenges over the past 12 months. Grappling with the volatility of global markets, navigating sensationalistic headline reports of new and exotic financial products, political changes, stimulus packages, inflation worries and the whispers of sweeping tax law changes, to name a few financial stressors. Pandemic forced lockdowns caused drastic market corrections followed by the subsequent market rally that allowed for a moment of instant gratification and confirmation that staying invested, maintaining a long-term view with a well-thought-out portfolio, and financial plan is an investor’s best approach to wealth accumulation and preservation.
“You have the power over your mind – not outside events. Realize this, and you will find strength.”
-Marcus Aurelius, Philosopher
We hope you enjoy thoughtful insights from your Timonier Team of fiduciaries and Dimensional Fund Advisors.
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