Client Letter – Q4 2015

During the past year, the best performing asset classes were international small stocks and REITs (real estate). US stock returns ranged from -8% to 2%. Emerging markets lost about 16%! The following chart shows the 3-month, 1-year, and 3-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, […]

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Quarterly Market Review – Q4 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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