Although 2016 is off to a rough start, investors around the world welcomed the positive performance that much of the global financial markets experienced during the fourth quarter of 2015.
Despite the positive returns in Q4, last year was still the worst year since 2008 for the S&P 500 and the Dow Jones Industrial Average indices.
A few noteworthy highlights from the fourth quarter include the decline in oil prices, which slid to seven-year lows, and the Federal Reserve, which managed to raise the federal funds rate for the first time in almost a decade.
To see how the global capital markets fared last quarter, check out our quarterly market review (below), compiled with some assistance from our friends at Dimensional Fund Advisors.
Also, make sure to check out the short piece titled, “The Rise of Short-Term Rates” located at the end of the review, to learn why the “financial storm” that was supposed to happen when the Fed raised interest rates, didn’t materialize.
You can download a complimentary PDF copy of this report by clicking here (best option for mobile users).
Quarterly Market Review – Q4 2015
Regardless of what happens in the financial markets, it’s important to remember a few of the keys that typically lead to long-term investing success…
- Develop a personalized investment plan
- Maintain a long-term outlook and stay disciplined
- Keep a proper perspective in relation to your money
If you’re not a current SageOak client, and you’d like to free up time while delegating the stress and headache that usually come with managing your own investments, click the button below to set up a complimentary 15-30 minute initial phone call.
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Together, we’ll discuss your individual financial situation and explore whether or not it makes sense to pursue a possible advisory relationship with SageOak Financial, LLC.