During the past quarter, the best performing asset classes were U.S. small growth stocks, U.S. small value stocks, and real estate. The following chart shows the 1-month, 1-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, 2018 DFA Fund / Index 1 Month […]
Client Letter – Q1 2018
During the first quarter of 2018, the best performing asset classes were emerging markets, international small, and 5-year global bonds. Emerging markets had the only positive return for the quarter. The following chart shows the 3-month, 1-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 […]
Quarterly Market Review – Q1 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 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 – Q4 2017
During the past year, the best performing asset classes were international small, small value, and emerging markets stocks. The following chart shows the 1-year, 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 December 31, 2017 DFA Fund / Index 1 Year Return 5 Year […]
Quarterly Market Review – Q4 2017
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 2017
During the past quarter, the best performing asset classes were—once again—international large value, international small, and international small value stocks. This has been a very strong year for stocks, especially international and emerging markets stocks! The following chart shows the 3-month, 1-year, and 5-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns […]
Quarterly Market Review – Q3 2017
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 2017
During the past quarter, the best performing asset classes were international large value, international small, and international small value stocks. The following chart shows the 1-year, 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 June 30, 2017 DFA Fund / Index 1 Year Return […]
Quarterly Market Review – Q2 2017
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. […]
The Investment Journey
In this video, Mark Gochnour, a VP with Dimensional Fund Advsiors, briefly describes his parent’s investment journey, and how simple advice will help with decisions that can result in a positive or negative investing experience. Mark was on the phone with his mother in February of 2009 when the market was down 50 percent. Mark’s mother told him they were […]
