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dfa info, F5 financial, f5 financial planning, fee-only, market review, market update, naperville financial, naperville financial planner, quarterly market review

Quarterly Market Review – First Quarter 2019

By: Curt Stowers

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, each quarter we publish a brief market update, the Quarterly Market Review.

Here is the Quarterly Market Review for the 1st quarter of 2019 (January – March). As is normally the case, some things went up and some things went down.

Take a look at the attached presentation if you’d like to view the recap.

 

dfa info, F5 financial, f5 financial planning, fee-only, market review, market update, naperville financial, naperville financial planner, quarterly market review

 


  • Are you worried about the behavior of the market and how, when, and where to invest?

  • If so, would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner?

If so, feel free to send us an email or give us a call. We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.

 

F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; to Venice, Sarasota, Fort Myers, Port Charlotte, Cape Coral, Osprey, North Port, and the surrounding communities; and nationally.

We'd love to have the opportunity to hear about your situation. Contact us here to schedule an appointment for a consultation.

Learn more about What We Do.


Helping You With

Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving