Client Letter – Q3 2017

During the past quarter, the best performing asset classes were—once again—international large value, international small, and international small value stocks.  This has been a very strong year for ...

Quarterly Market Review – Q3 2017

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 M. Jones, CFP® Christopher ...

Client Letter – Q2 2017

During the past quarter, the best performing asset classes were international large value, international small, and international small value stocks.  The following chart shows the 1-year, 5-year, and ...

Quarterly Market Review – Q2 2017

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 M. Jones, CFP® Christopher M. Jones is ...

The Investment Journey

In this video, Mark Gochnour, a VP with Dimensional Fund Advsiors, briefly describes his parent’s investment journey, and how simple advice will help with decisions that can result in a positive or negative ...

Three Reasons to Have an Estate Plan

Terri Schiavo was 27 when she suffered a cardiac arrest in her St. Petersburg Florida home. It left her with brain damage and in a permanent vegetative state. Two years of unsuccessful therapy followed ...

Finding Your Purpose Isn't Enough

If you haven’t yet seen the 2017 Harvard commencement speech given by Mark Zuckerberg, the founder of Facebook, it is worth a listen. During the commencement, Zuckerberg implores the class of 2017 ...

Budgeting and Saving Basics

  “Simplicity is the ultimate sophistication.” This statement by Leonardo da Vinci regarding simplicity has been tested and tried in the financial industry. Tracking expenses and making ...

Client Letter – Q1 2017

During the first quarter of 2017, the best performing asset classes were emerging markets, international small, and international small value stocks.  The following chart shows the 3-month, 5-year, and ...

Quarterly Market Review – Q1 2017

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 M. Jones, CFP® Christopher ...