Client Letter – Q2 2020

During the second quarter of 2020, the best performing asset classes were U.S. and international small and 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 June 30, 2020DFA Fund / Index3 Month Return10 Year Return*20 Year Return*S&P […]

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Quarterly Market Review – Q2 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 JonesChristopher 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 graduated […]

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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 JonesChristopher 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 graduated […]

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Client Letter – Q1 2020

During 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 DFA funds (representing different asset classes) compared to the S&P 500 Index:Market Returns for the period ending March 31, 2020DFA Fund / Index3 Month Return10 Year Return*20 Year Return*S&P 500 […]

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Client Letter – Q4 2019

During 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 different asset classes) compared to the S&P 500 Index:Market Returns for the period ending December 31, 2019DFA Fund / Index1 Year Return10 Year Return*20 Year Return*S&P 500 Index31.4913.566.06DFA U.S. […]

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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 JonesChristopher 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 graduated […]

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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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