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 ...