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Q1 Market Update

CPWM is hosting a Quarterly Market Review with Dimensional Fund Advisors’ (DFA) Apollo Lupescu, PhD on Friday, April 16th at 12:00pm. Apollo will provide a review of Q1 2021 market conditions, a look ahead on various investment topics, and discuss top-of-mind investor issues in the new year. This is a valuable opportunity to hear from a highly regarded, senior investment professional who can offer unique perspectives and directly answer questions during the event. Apollo has the ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various level of financial acumen.

All investments involve varying degrees of risk, including the risk of loss of your entire investment. CPWM does not guarantee any specific outcome and the information that will be discussed by DFA represent the philosophy and/or opinions of DFA only, and may not necessarily reflect the philosophy, processes, or opinions of CPWM, its officers, employees or affiliates. We urge you to consult with your financial advisor in order to determine how any recommended investments may apply to you given your investment objectives.

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