During the past quarter, the best performing asset classes were international large value, international small and small value 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 December 31, 2022 DFA Fund / Index 3 Month Return 1 […]
Quarterly Market Review – Q4 2022
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 2022
During the last quarter, the best performing asset classes were short-term bonds, U.S. small value stocks, and U.S. small stocks. The following chart shows the year-to-date, 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 September 30, 2022 DFA Fund / Index Year-To-Date Return 10 […]
Quarterly Market Review – Q3 2022
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 2022
During the second quarter of 2022, the best performing asset classes were bonds and emerging markets stocks. The following chart shows the 3-month, year-to-date (YTD), 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, 2022 DFA Fund / Index 3 Month Return Year to […]
Quarterly Market Review – Q2 2022
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 – Q1 2022
During the first quarter of 2022, the best performing asset classes were international large stocks, U.S. large value stocks, and U.S. small value stocks. 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, 2022 DFA Fund / […]
Quarterly Market Review – Q1 2022
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. He […]
Client Letter – Q4 2021
During the past quarter, the best performing asset classes were real estate and U.S. small value 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 December 31, 2021 DFA Fund / Index 1 Year Return 10 Year Return* […]
Quarterly Market Review – Q4 2021
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. He […]
