During the first quarter of 2021, the best performing asset classes were U.S. small and U.S. small value stocks. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2021 DFA Fund / Index 3 Month Return 1 […]
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 Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris […]
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 of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2020 DFA Fund / Index 3 Month Return […]
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 Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris […]
Client Letter – Q3 2020
During 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 performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending September 30, 2020 DFA Fund / Index 3 Month Return […]
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.
Client Letter – Q2 2020
During 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 DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending June 30, 2020 DFA Fund / Index 3 Month Return 10 […]
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 Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, […]
Quarterly Market Review – Q1 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 Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte […]
