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 […]
Investments
Quarterly Market Review – Q4 2021
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 […]
Quarterly Market Review – Q3 2021
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 […]
Quarterly Market Review – Q2 2021
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 […]
Quarterly Market Review – Q1 2021
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 […]
Quarterly Market Review – Q4 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 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 […]
Quarterly Market Review – Q3 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 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 […]
Think Twice Before Chasing the Biggest Stocks (such as FAANG)
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 […]
Value vs. Growth: Past, Present, and Future
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.
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 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 […]
