Which Hat Are You Wearing?

Most of us have multiple roles – as business owners, professionals, workers, consumers, citizens, students, parents and investors. So our views of the world can differ according to whatever hat we’re wearing at any one time. This complexity of people and their range of motivations, depending on their circumstances, highlight the inadequacy of cookie-cutter or automated investment solutions. For instance, […]

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Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. Behavioral economists have a name for this tendency of people and organizations to stick with a losing strategy purely on the basis that they have put so much […]

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Quarterly Market Review – Q3 2015

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 Monitor. […]

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Client Letter – Q3 2015

Welcome to your second online quarterly letter! For emphasis, I am going to repeat the first paragraph from our previous quarterly letter, where we announced our new reporting and billing process:  “Your quarterly reports and bills can now be found in the Orion folder in your eMoney Vault.  We have also moved your documents from Sharefile to eMoney. Your new and improved […]

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Thoughts on Market Correction

If you check out the news headlines regularly (not recommended!), it can be unsettling to hear about the worldwide stock market swings of the last three weeks. Stock market declines were in the news again today after new reports of an economic slowdown in China. Here are a couple of things to think about as you assess the news: We […]

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The Patience Principle

Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term perspective makes the volatility easier to handle. A typical response to unsettling markets is an emotional one. We quit risky assets when prices are down and wait for more certainty. […]

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Client Letter – Q2 2015

Welcome to your first online quarterly letter!  Sparrow Wealth Management is very excited to go paperless with our quarterly reporting and billing process.  We have appreciated your cooperation as we migrated every client to our new eMoney software.  Your quarterly reports and bills can now be found in the “Orion” folder in your eMoney vault.  We have also moved your […]

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The Seven Roles of an Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no one knows what will happen next in investment markets. And if anyone really did have a […]

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Cast in Iron

The media occasionally locks in on a particular ‘hot’ sector. In the late 1990s, it was technology. In the mid-2000s, it was mining. Writing headlines about fashionable sectors is one thing. Building investment strategies around them is another. A reason journalists focus on particular industries or sectors is that these stories fit into a chosen narrative. In the case of […]

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