Quarterly Market Review – Q4 2019

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 is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm based in Hermosa Beach, CA. Before entering the investment […]

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THE RETIREMENT RULES ARE CHANGING

Congress recently passed, and the President recently signed, a bill called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act).  This brings major changes to the retirement landscape that will affect all retirement savers going forward.  These are the most sweeping changes to the retirement rules in my entire 13-year career.  Let’s walk through the most impactful changes: […]

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Client Letter – Q3 2019

During the past year, the best performing asset classes were real estate and fixed income (bonds).  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 September 30, 2019 DFA Fund / Index 1 Year Return 10 Year Return* 20 […]

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Value Judgments: Viewing the Premium’s Performance Through History’s Lens

There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into the data shows value’s recent performance has largely tracked with history. Growth, on the other hand, has been an outlier. About Christopher M. Jones, CFP® Christopher M. Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management […]

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A Tale of Two Decades: Lessons for Long‑Term Investors

Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing lessons on patience and discipline. About Christopher M. Jones, CFP® Christopher M. Jones is the Founder and President of Sparrow […]

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Quarterly Market Review – Q3 2019

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 is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm based in Hermosa Beach, CA. Before entering the investment […]

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Client Letter – Q2 2019

By Christopher M. Jones, CFP® | July 5, 2019 · During the second quarter of 2019, the best performing asset classes were U.S. and international large stocks, as well as inflation-adjusted bonds.  The following chart shows the 3-month, 3-year, and 5-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the […]

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Quarterly Market Review – Q2 2019

By Christopher M. Jones, CFP® | July 5, 2019 · 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 is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management […]

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Client Letter – Q1 2019

By Christopher M. Jones, CFP® | April 4, 2019 · During the first quarter of 2019, the best performing asset classes were real estate, the S&P 500, and U.S. small stocks. The following chart shows the 3-month, 5-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 […]

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Quarterly Market Review – Q1 2019

By Christopher M. Jones, CFP® | April 4, 2019 · 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 is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm […]

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