During the past year, the best performing asset classes were U.S. large stocks and real estate. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2019 DFA Fund / Index 1 Year Return 10 Year Return* 20 […]
Month: January 2020
Dimensional Reduces US Mutual Fund Management Fees
Across Dimensional US Funds, there will be an average management fee reduction of 8% on an asset-weighted basis. Many of Dimensional’s most widely held funds, including the flagship Core, Value, and Fixed Income portfolios, will see management fee reductions.
Quarterly Market Review – Q4 2019
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte […]
THE RETIREMENT RULES ARE CHANGING
Congress recently passed, and the President recently signed, a bill called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). This brings major changes to the retirement landscape that will affect all retirement savers going forward. These are the most sweeping changes to the retirement rules in my entire 13-year career. Let’s walk through the most impactful changes: […]
