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Quarterly Market Review – Third Quarter 2015

October 8, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

stock charts

The third quarter of 2015 was a tough one as equity markets logged their worst quarter since 2011.

On a positive note, global fixed income markets ended the quarter well, so investors who were well-diversified were likely somewhat insulated from the negative impact of poor equity performance.

To see how the global capital markets fared in the third quarter of 2015, 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 article, “Should Investors Sell After a “Correction”?” located at the end of the review, written by Weston Wellington, Vice President at Dimensional.

His answer just may surprise you!

You can download a complimentary PDF copy of this report by clicking here (best option for mobile users).

Quarterly Market Review – Q3 2015

It’s important to remember that regardless of what happens in the financial markets, the key is to develop a long-term plan, stay disciplined, and keep a proper perspective in relation to your money.

If you’re not currently a SageOak client and you’d like to delegate the time, worry, and stress 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.

Filed Under: Investing & Retirement, Wealth Management

About Tyler A. Gray, CFP®, CKA®, AIF®

Sinner saved by grace, husband, father, golfer, & financial advisor helping busy people free up time for faith, family, and friends.

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