In this Issue Brief, Dimensional Fund Advisors examines the relationship between current volatility and subsequent returns. When volatility spikes, remaining disciplined in your investments can be challenging. Pundits are quick to link volatility to any number of impending “crises” and to predict that short term returns will be poor, “Brexit” being a recent example of this.
Last month, I posted a blog about the importance of owning emerging markets in your portfolio. This blog post is a continuation of that discussion and includes a pop quiz. Please take a few minutes to watch the video below by Joel Hefner, a VP with Dimensional Fund Advisors.
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CONSUMER DISCLOSURE Sparrow Wealth Management (“SWM”) is a Registered Investment Advisor in Florida, California, Nevada, Pennsylvania, and Texas (conditional restricted). SWM and its representatives are in compliance with the current registration filing requirements imposed upon federally covered registered investment advisers. SWM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or […]
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:
During the past quarter, the best performing asset classes were real estate and U.S. large value stocks. The following chart shows the 3-month, 3-year, and 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June 30, 2016 DFA Fund / Index 3 Month Return 3 Year Return* […]
