Client Letter – Q4 2020
During the past quarter, the best performing asset classes were U.S. small, U.S. small value, and international large value stocks. The following chart shows the 3-month, 1-year, and 20-year performance ...
Client Letter – Q3 2020
Published: January 18, 2021During the last quarter, the best performing asset classes were U.S. large stocks, international small stocks, and emerging markets stocks. The following chart shows the 3-month, 10-year, and 20-year ...
Client Letter – Q2 2020
Published: January 18, 2021During the second quarter of 2020, the best performing asset classes were U.S. and international small and value stocks. The following chart shows the 3-month, 10-year, and 20-year performance of many ...
Client Letter – Q1 2020
Published: January 18, 2021During the first quarter of 2020, the best performing asset classes were short term bonds and inflation-protected bonds. The following chart shows the 3-month, 10-year, and 20-year performance of many ...
Client Letter – Q4 2019
Published: January 18, 2021During the past year, the best performing asset classes were U.S. large stocks and real estate. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing ...
Client Letter – Q3 2019
Published: January 18, 2021During 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: January 18, 2021By 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: January 18, 2021By 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 ...