In the third quarter the market mostly recovered from the Brexit news and the new concern on investors minds' seems to be the upcoming vote.
On September 7, Fish for a Cure kicked off their 10th Anniversary at Anne Arundel medical Center with friends, captains, and many new faces.
During the second quarter, financial markets were mostly positive until the Brexit news increased market volatility. This event and the upcoming election make many investors uneasy, but we maintain the belief that having a financial plan in place and a disciplined, well diversified portfolio is still the best way to proceed during market turbulence.
Jim is a founding board member of the Financial Education Foundation (FEF), which was created to fill the need for financial education in Anne Arundel County. The Foundation is committed to providing individuals with up to date quality information they can use to create a stable financial future for themselves and their family.
Take a look below at our review of the markets for the quarter ended March 31, 2016 or download it here.
“A big challenge for an advisor is to help clients understand that this was a normal outcome and that, ‘No, we don’t need to adjust our portfolio because this quarter it went down. This was in the range of perfectly reasonable outcomes.’”
We're so thankful to be a partner of Dimensional Funds. Watch the video below to find out why.
The market events of January 2016 raised investor questions and provides us an opportunity to examine these important questions as well as the fundamental principles of investing in capital markets.