During the first quarter of 2025, the best performing asset classes were international large value stocks and international small value stocks. The following chart shows the 3-month, 1-year, and 30-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, 2025 DFA Fund / Index 3 Month […]
Quarterly Market Review – Q1 2025
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 Monitor. […]
Client Letter – Q4 2024
During the past quarter, the best performing asset classes were large U.S. stocks (S&P 500), short-term global bonds, and small U.S. stocks. The following chart shows the 3-month, 1-year, and 30-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2024 DFA Fund / Index 3 […]
Quarterly Market Review – Q4 2024
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 Monitor. […]
Client Letter – Q3 2024
During the last quarter, the best performing asset classes were U.S. real estate, international small stocks, and U.S. small stocks. The following chart shows the 3-month, 1-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 September 30, 2024 DFA Fund / Index 3 Month Return […]
Quarterly Market Review – Q3 2024
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 Monitor. […]
Quarterly Market Review – Q2 2024
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 Monitor. […]
Client Letter – Q2 2024
During the second quarter of 2024, the best performing asset classes were emerging markets stocks and the S&P 500 stocks. The following chart shows the 1-year, 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 June 30, 2024 DFA Fund / Index 1 Year Return […]
Client Letter – Q1 2024
During the first quarter of 2024, the best performing asset classes were U.S. and international large stocks. The following chart shows the 3-month, 1-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, 2024 DFA Fund / Index 3 Month Return 1 Year Return […]
Quarterly Market Review – Q1 2024
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 Monitor. […]