YOUR QUARTERLY VIDEO REVIEW
Hear our thoughts on the previous quarter & your financial life.
Hear from Justin Wren, CFP® to get our thoughts on the final quarter of 2019, as well our two “Values-Based Investment Portfolio” options.
Disclosures: Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients. Member SIPC. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against loss in a declining market. Investing involves risks including potential loss of principal and fluctuating value. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. This content is provided for informational purposes, and it is not to be construed as an offer, solicitation, recommendation or endorsement of any particular security, products, or services. Triune Financial Partners, LLC is an investment advisor registered with the Securities and Exchange Commission. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Triune and Dimensional are not affiliated.
Data Sources:
1. Business Cycle Dating Committee, National Bureau of Economic Research. (2010, September 20). Retrieved from https://www.nber.org/cycles/sept2010.html
2. Dimensional Fund Advisors LP. (2019, pp. 68-69). Matrix Book 2019: Historical Returns Data – US Dollars. Americas-Austin, Charlotte, Santa Monica, Toronto, Vancouver.
3. PK. (2019, December 31). S&P 500 Return Calculator, with Dividend Reinvestment. Retrieved from https://dqydj.com/sp-500-return-calculator/
4. Wesbury, B.S. (2010). It’s Not as Bad as You Think: Why Capitalism Trumps Fear and the EconomyWill Thrive. Hoboken, NJ: John Wiley & Sons, Inc.