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 ...
Client Letter – Q2 2019
Published: October 17, 2019By Christopher M. Jones, CFP® | 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 ...
Client Letter – Q1 2019
Published: October 17, 2019By Christopher M. 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 ...
Client Letter – Q4 2018
By Christopher M. Jones, CFP® | Published: January 7, 2019During 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 ...
Client Letter – Q3 2018
By Christopher M. Jones, CFP® | Published: October 3, 2018During the past quarter, the best performing asset classes were U.S. large growth stocks, large value stocks, and U.S. small stocks. The following chart shows the 1-year, 5-year, and 10-year performance ...
Client Letter – Q2 2018
By Christopher M. Jones, CFP® | Published: July 3, 2018During 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 ...
Client Letter – Q1 2018
By Christopher M. Jones, CFP® | Published: April 5, 2018During 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. ...
Client Letter – Q4 2017
By Christopher M. Jones, CFP® | Published: January 5, 2018During 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 ...
Client Letter – Q3 2017
By Christopher M. Jones, CFP® | Published: October 5, 2017During 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 ...
Client Letter – Q2 2017
By Christopher M. Jones, CFP® | Published: July 6, 2017During 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 ...