Portfolio goals

Before we dive into the usual quarterly investment insights, here’s some fun trivia:

Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number?

“All media shares one thing: Someone created it. And it was created for a reason. Understanding that reason is the basis of media literacy.”

— Common Sense Media

“[T]he challenge for all investors is to consume the news without being consumed by it.” — Jason Zweig

“What the imagination can’t conjure, reality delivers with a shrug.”

—Trumbo (movie voice-over)

So, remember all those times we’ve said that investment risks and expected rewards are related?

Coronavirus-fueled fears, driving economic insecurities, aggravating a host of simmering global sore spots, spiraling into stomach-wrenching market sell-offs…

You know times are strange when you’re hearing from everyone – from the government to your local grocer – on what to do about the coronavirus. Believe it or not, we have a fresh perspective, which we think you’ll find helpful.

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.

Not long ago, some investors had yet to experience what it was like to weather turbulent markets. Even those who had, might have forgotten how scary it can be. This concerned us. So, to help people practice for scary days ahead, we published a fire-drill piece: “10 Things To Do Right Now While Markets Are (Not Really) Tanking.”

by David Booth, Executive Chairman and Founder, Dimensional Fund Advisors

By now, you’ve probably seen a few – or a few thousand – retrospectives on the past year and the past 10 years… with a few 20-year reflections thrown in.

Maybe it’s the nice, round New Year number. (Although technically, it may not be the dawn of a new decade until 2021.)