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, 2019DFA Fund / Index1 Year Return10 Year Return*20 Year Return*S&P 500 Index4.2513.246.33%DFA U.S. […]

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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 JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment […]

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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 JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial […]

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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 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 – Q2 2019

By Christopher Jones | 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 period ending June 30, 2019DFA […]

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Quarterly Market Review – Q2 2019

By Christopher Jones | 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 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 […]

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Client Letter – Q1 2019

By Christopher 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 ending March 31, […]

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Quarterly Market Review – Q1 2019

By Christopher Jones | 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 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 […]

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Client Letter – Q4 2018

During the past quarter and year, the best performing asset classes were bonds and real estate. The 10-year returns below show how small of an impact this market decline has had on long term returns. The following chart shows the 3-month, 1-year, and 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market […]

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Quarterly Market Review – Q4 2018

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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