During the past quarter, the best performing asset classes were real estate and U.S. large value stocks. The following chart shows the 3-month, 3-year, and 10-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, 2016 DFA Fund / Index 3 Month Return 3 Year Return* […]
UK’s EU Referendum Result
On June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a UK exit may look like are just beginning.
Financial Care for Aging Parents
They helped us with our homework, took us on summer vacations, and made every birthday feel special. They were there with us when we graduated, got married, and had our own children. Since day one, our parents have taught us about life and how to live it. As we grew up, they grew old and may need our support now. […]
In the Community: “Lehigh Valley Teens Got Talent” Event Raises Money To Save a Life
Sparrow Wealth Management was proud to support the “Lehigh Valley Teens Got Talent” event in support of Linda Maniscalo. The benefit talent show was held on Sunday, June 5th, at the Lehigh Valley Zoo in Schnecksville, Pennsylvania. Lisa Stein of Parkland High School in Allentown, Pennsylvania, organized and produced the event to raise money for Linda and her family, as Linda battles lymphoma and […]
Join us at Mimi’s Cafe on Tuesday, June 21st
You (and a guest) are invited to our first breakfast discussion series hosted by Sparrow Wealth Management.
Should you own emerging markets in your portfolio?
In this video clip from Dimensional Fund Advisors, Vice President Joel Hefner illustrates the importance of global diversification and discipline by comparing the historical performance of US and emerging markets stocks over sample periods. These periods include a 28-year period from 1988 to 2015 and “The Lost Decade,” from 2000 to 2009.
Should you move domiciles to pay lower taxes?
Tax planning involves searching for and taking advantage of legitimate opportunities for tax reduction. As clients seek to reduce their tax bite, a common question is, “Should I move to another state to reduce my taxes?” For those on the East Coast, the move might be from New Jersey to Florida. On the West Coast, Californians may consider moving to Nevada.
Tony Robbins promotes fiduciary model
Tony Robbins’s book “MONEY: Master the Game” has met with mixed reviews. Some critics believe it is contradictory and confuses readers, while others believe Robbins’s book moves the ball in the right direction. One thing is for certain, it is increasing inquiries to fiduciary financial advisors.
In The Community: French Toast and Finance
The Millenial Generation is rising strong. They are graduating high school, entering college, and changing the face of the workforce. Some have called them “entitled” and “high maintenance,” but many millenials are smart, hard-working and college-bound. Millenials now make up one third of the American workforce, and the question is: What have we done as their predecessors to prepare them for […]
A lesson, from Prince to you
The fight for Prince’s estate has begun. Prince Rogers Nelson, the artist known as Prince, died in his home on April 21, 2016. During his life, the musician sold 100 million albums, with the album “Purple Rain” topping the list. His earning potential does not stop with his death. If his estate follows the pattern set by Michael Jackson, the money may continue to […]
