Quarterly Market Review – Q3 2018

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 ...

Client Letter – Q3 2018

During the past quarter, the best performing asset classes were U.S. large growth stocks, large value stocks, and U.S. small stocks. The following chart shows the 1-year, 5-year, and 10-year performance ...

Where’s the Value?

While never guaranteed, the value premium has historically had a greater chance of being positive the longer the time horizon observed. Periods of underperformance can happen, but a consistent approach ...

Quarterly Market Review – Q2 2018

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 ...

Client Letter – Q2 2018

During the past quarter, the best performing asset classes were U.S. small growth stocks, U.S. small value stocks, and real estate.  The following chart shows the 1-month, 1-year, and 5-year performance ...

Client Letter – Q1 2018

During the first quarter of 2018, the best performing asset classes were emerging markets, international small, and 5-year global bonds.  Emerging markets had the only positive return for the quarter.  ...

Quarterly Market Review – Q1 2018

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 ...

Client Letter – Q4 2017

During the past year, the best performing asset classes were international small, small value, and emerging markets stocks. The following chart shows the 1-year, 5-year, and 10-year performance of many ...

Quarterly Market Review – Q4 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 ...