Quarterly Market Review – Q1 2020
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 ...
Blog
Client Letter – Q1 2020
Published: July 2, 2020During 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 ...
Do Downturns Lead to Down Years?
Published: July 2, 2020Stock 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. ...
Perspective on Recent Market Volatility
Published: July 2, 2020Dimensional Fund Advisors had a great webcast on March 16, 2020. Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discussed recent volatility in financial ...
Client Letter – Q4 2019
Published: July 2, 2020During the past year, the best performing asset classes were U.S. large stocks and real estate. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing ...