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 ...

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 ...