Investments

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 field, Chris was […]

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 field, Chris was […]

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 field, Chris […]

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 […]

It’s very tempting to see the returns on the FAANG stocks—Facebook, Amazon, Apple, Netflix, and Alphabet (Google’s parent company)—and to want to replicate their success in your own portfolio.  Who wouldn’t want to earn 34.25% / year for 10 years (as a portfolio of these stocks earned from 2010 – 2020)?  But, does their past success mean that they will […]

Dimensional’s Mark Gochnour and Jake DeKinder offer a perspective on the 2020 financial markets and give historical context to the recent performance of value and growth stocks, as well as other segments. They also discuss how past economic events have impacted market returns and highlight the importance of thinking long term.

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 […]

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 […]

Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.              

Dimensional Fund Advisors had a great webcast on March 16, 2020. Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discussed recent volatility in financial markets and provided perspective on these events.