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 ...
Blog
Quarterly Market Review – Q4 2018
By Christopher M. Jones, CFP® | Published: January 7, 2019For 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 ...
Quarterly Market Review – Q3 2018
By Christopher M. Jones, CFP® | Published: October 4, 2018For 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
By Christopher M. Jones, CFP® | Published: October 3, 2018During 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?
By Christopher M. Jones, CFP® | Published: October 3, 2018While 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 ...