According to a NBC poll in October, only 34 percent of respondents said they believe the American dream still holds true. Like a tree falling in a forest, if so few of us believe in the dream, then does it exist? Well that depends on what your dream is. If that dream is to retire young, then make sure you […]
Do you know your money personality? Your money personality describes your attitudes and habits related to money. Some view money as a tool for security. Others look at money with a gamblers mind-set and enjoy the thrill of the chase. In her book, The Advisor’s Guide to Money Psychology, Olivia Mellan breaks down money personalities into five types: Amasser, Avoider, Hoarder, […]
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. […]
The third quarter defied expectations as world stock markets (with the exception of Great Britain) rose in the wake of uncertainties from the spring Brexit vote, the hotly contested U.S. presidential race, the threat of higher short-term interest rates, domestic and foreign terrorist attacks, international banking turmoil, and more. The following chart shows the 3-month, 1-year, and 5-year performance of […]
This November, Americans will be heading to the polls to elect the next president of the United States. It is shaping up to be a very close race between Donald Trump and Hillary Clinton, two candidates with very different visions for the country overall. The outcome of this presidential election may have an impact on taxes and health care. Is there a way […]
