On June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a UK exit may look like are just beginning.
They helped us with our homework, took us on summer vacations, and made every birthday feel special. They were there with us when we graduated, got married, and had our own children. Since day one, our parents have taught us about life and how to live it. As we grew up, they grew old and may need our support now. […]
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Sparrow Wealth Management was proud to support the “Lehigh Valley Teens Got Talent” event in support of Linda Maniscalo. The benefit talent show was held on Sunday, June 5th, at the Lehigh Valley Zoo in Schnecksville, Pennsylvania. Lisa Stein of Parkland High School in Allentown, Pennsylvania, organized and produced the event to raise money for Linda and her family, as Linda battles lymphoma and […]
You (and a guest) are invited to our first breakfast discussion series hosted by Sparrow Wealth Management.
In this video clip from Dimensional Fund Advisors, Vice President Joel Hefner illustrates the importance of global diversification and discipline by comparing the historical performance of US and emerging markets stocks over sample periods. These periods include a 28-year period from 1988 to 2015 and “The Lost Decade,” from 2000 to 2009.
College Funding | Discount Brokerage Firms | Financial Theory and Investing Government | Miscellaneous | Mutual Fund Companies Professional Organizations | Regulators COLLEGE FUNDING FinAid: The web’s most comprehensive information resource on student financial aid. Saving for College: Joe Hurley’s renowned site has tons of detailed information on 529 plans and Coverdell education savings accounts (formerly Education IRAs). Utah Educational Savings […]
We use passively managed mutual funds to create low cost, low risk, tax-efficient portfolios that are globally diversified. There are two different types of passively managed mutual funds: index funds and passively structured funds. While our investment philosophy uses some index funds (from companies like The Vanguard Group), we primarily use passively structured funds only available through top-tier firm Dimensional […]
What do you charge for your services? What is your blended investment management fee for various size portfolios? Are there any other fees that I will have to pay? What is your relationship with the brokerage firms or custodians? What do you charge for your services? Sparrow Wealth Management (SWM) charges different fees for its various services: Investment Management – […]
