Q1, 2022 Market Summary Report

Go here to view the Q1, 2022 Market Summary Report. Q1 was a tough one for stocks and bonds; it was a double whammy. If one asset goes down, you’d, of course, like to see the other asset go up to help balance out those paper losses. I write paper losses because it’s only an actual loss if you sell. So, what prompts selling? A change in your investment strategy should be that answer. Has your long-term several decade retirement planning strategy changed because of one bad quarter? I hope not. If it did, then you’re not seeing the forest for the trees. In this quarter’s report on page 16, you’ll find a great article written by Dimensional’s vice president, Weston Wellington, you’ll see his answer to the question of, “Should I be doing something different with my portfolio?” The short answer is, “No,” and the article provides some great research driven data behind why we shouldn’t. So, it was a tough quarter, but tough quarters and even tough years happen, but both are more the exception rather than the rule. So put a sound investing strategy in place, get invested, stay invested, and your future self will thank you. To view this blog as a video go here.