Is now a good time to be in the market? The answer is simple (for long term goals): “It is always a good time to be in the market,” says Evelyn Zohlen, a Certified Financial Planner™ professional. “Whether or not you are in the market has nothing to do with what is happening today. It has everything to do with your […]
Controlling What You Can Control
A few months ago, I posted a blog titled, The Only Goal That Matters Is Yours. It included content from Carl Richard’s excellent blog, The Behavior Gap, and spoke about your financial plan being a road map to your personal and financial goals. This talk from Dave Butler, Head of Global Financial Advisor Services at Dimensional Fund Advisors, reinforces this point. […]
Professor Eugene Fama on the Volatility of Premiums
“You don’t get premiums for nothing,” says Professor Eugene Fama, “They are there because you are bearing risk. And that’s the nature of the risk, you could have long periods of time when things just don’t work out. Short, recent periods of data really don’t tell you anything about whether anything has changed.”
Can Volatility Predict Returns?
In this Issue Brief, Dimensional Fund Advisors examines the relationship between current volatility and subsequent returns. When volatility spikes, remaining disciplined in your investments can be challenging. Pundits are quick to link volatility to any number of impending “crises” and to predict that short term returns will be poor, “Brexit” being a recent example of this.
Investors should consider a well-diversified global strategy
Last month, I posted a blog about the importance of owning emerging markets in your portfolio. This blog post is a continuation of that discussion and includes a pop quiz. Please take a few minutes to watch the video below by Joel Hefner, a VP with Dimensional Fund Advisors.
Quarterly Market Review – Q2 2016
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:
Client Letter – Q2 2016
During the past quarter, the best performing asset classes were real estate and U.S. large value stocks. The following chart shows the 3-month, 3-year, and 10-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June 30, 2016 DFA Fund / Index 3 Month Return 3 Year Return* […]
UK’s EU Referendum Result
On June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a UK exit may look like are just beginning.
Financial Care for Aging Parents
They helped us with our homework, took us on summer vacations, and made every birthday feel special. They were there with us when we graduated, got married, and had our own children. Since day one, our parents have taught us about life and how to live it. As we grew up, they grew old and may need our support now. […]
In the Community: “Lehigh Valley Teens Got Talent” Event Raises Money To Save a Life
Sparrow Wealth Management was proud to support the “Lehigh Valley Teens Got Talent” event in support of Linda Maniscalo. The benefit talent show was held on Sunday, June 5th, at the Lehigh Valley Zoo in Schnecksville, Pennsylvania. Lisa Stein of Parkland High School in Allentown, Pennsylvania, organized and produced the event to raise money for Linda and her family, as Linda battles lymphoma and […]
