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.

Follow David John Marotta:


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. Favorite number: e (2.7182818...)

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.

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