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 stocks, especially international and emerging markets stocks! The following chart shows the 3-month, 1-year, and 5-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns […]
Year: 2017
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 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. […]
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 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, 2017 DFA Fund / Index 1 Year Return […]
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 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 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 investing experience. Mark was on the phone with his mother in February of 2009 when the market was down 50 percent. Mark’s mother told him they were […]
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 and Terri’s husband wanted her off life support. This request was met with contempt from Terri’s parents who did not want to lose their daughter. The […]
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 to not just find their purpose, but to create a world where everyone has a sense of purpose. Zuckerberg illustrates this by sharing the story of a NASA janitor in […]
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 sure they’re not exceeding income is a foundational component of building wealth. In the book titled “The Millionaire Next Door,” two professors studied millionaires in the United States. They studied what kind of car […]
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 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2017 DFA Fund / Index 3 Month […]
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 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. […]
