Radio: Market Returns for 2015

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The numbers are in for how the markets performed in 2015.

On February 9, 2016, David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year. David lists the 4 mistakes it’s easy to make when the markets are especially bumpy.

Listen to the radio interview here:

Returns for 4th Quarter 2015:

2015 -Q4 AA Returns

Returns for 2015 overall:

2015 Asset Class Returns

Mistake #1: Abandoning a brilliant long-term strategy to chase short-term winning investments. This decreases your portfolio’s diversity.

Mistake #2: Allowing feelings of regret to dictate your investing behavior going forward.

Mistake #3: Hesitating to rebalance or hesitating to stay in the markets due to recent volatility.

Mistake #4: Not having a plan or an asset allocation to balance back to.

Know the difference between unfortunate returns and an investing mistake.

Related Articles

  1. First Quarter 2015 Returns: Our 6 Asset Classes
  2. October 2015 and Year-to-Date Returns for Our 6 Asset Classes
  3. Radio: What Did Well in 2014 and What Might Happen in 2015
  4. 2017 Returns for Our 6 Asset Classes
  5. Style Box Annualized Returns For The Past Three Years

We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.

Follow Austin Fey:

Wealth Manager

Austin Fey is a Wealth Manager at Marotta Wealth Management, specializing in charitable giving and asset allocations. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.