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 […]
Month: April 2020
Client Letter – Q1 2020
During the first quarter of 2020, the best performing asset classes were short term bonds and inflation-protected bonds. The following chart shows the 3-month, 10-year, and 20-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, 2020 DFA Fund / Index 3 Month Return 10 Year […]
Do Downturns Lead to Down Years?
Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.
