Client Letter – Q1 2019

By 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

During 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

During 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

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 ...

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.  ...

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 ...

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 ...

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 ...

Client Letter – Q1 2017

During the first quarter of 2017, the best performing asset classes were emerging markets, international small, and international small value stocks.  The following chart shows the 3-month, 5-year, and ...

Client Letter – Q4 2016

During the past year, the best performing asset classes were U.S. large value, small, and small value stocks. Emerging markets stocks were next, just ahead of the S&P 500. The following chart shows ...