Client Letter – Q3 2019

During the past year, the best performing asset classes were real estate and fixed income (bonds).  The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing ...

Value Judgments: Viewing the Premium’s Performance Through History’s Lens

There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into the data shows value’s recent performance has largely tracked with history. Growth, on the other hand, ...

A Tale of Two Decades: Lessons for Long‑Term Investors

Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively ...

Quarterly Market Review – Q3 2019

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 2019

By Christopher M. Jones, CFP® | July 5, 2019 · During the second quarter of 2019, the best performing asset classes were U.S. and international large stocks, as well as inflation-adjusted bonds.  The ...

Quarterly Market Review – Q2 2019

By Christopher M. Jones, CFP® | July 5, 2019 · 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 ...

Client Letter – Q1 2019

By Christopher M. Jones, CFP® | April 4, 2019 · During the first quarter of 2019, the best performing asset classes were real estate, the S&P 500, and U.S. small stocks. The following chart shows ...

Quarterly Market Review – Q1 2019

By Christopher M. Jones, CFP® | April 4, 2019 · 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 ...

Client Letter – Q4 2018

During the past quarter and year, the best performing asset classes were bonds and real estate. The 10-year returns below show how small of an impact this market decline has had on long term returns. The ...

Quarterly Market Review – Q4 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 ...