During 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 DFA funds (representing different asset classes) compared to the S&P 500 Index: Market Returns for the period ending March 31, 2020 DFA Fund / Index 3 Month Return 10 Year […]
Do Downturns Lead to Down Years?
Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.
Perspective on Recent Market Volatility
Dimensional Fund Advisors had a great webcast on March 16, 2020. Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discussed recent volatility in financial markets and provided perspective on these events.
Client Letter – Q4 2019
During 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 different asset classes) compared to the S&P 500 Index: Market Returns for the period ending December 31, 2019 DFA Fund / Index 1 Year Return 10 Year Return* 20 […]
Dimensional Reduces US Mutual Fund Management Fees
Across Dimensional US Funds, there will be an average management fee reduction of 8% on an asset-weighted basis. Many of Dimensional’s most widely held funds, including the flagship Core, Value, and Fixed Income portfolios, will see management fee reductions.
Quarterly Market Review – Q4 2019
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 […]
THE RETIREMENT RULES ARE CHANGING
Congress recently passed, and the President recently signed, a bill called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). This brings major changes to the retirement landscape that will affect all retirement savers going forward. These are the most sweeping changes to the retirement rules in my entire 13-year career. Let’s walk through the most impactful changes: […]
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 different asset classes) compared to the S&P 500 Index: Market Returns for the period ending September 30, 2019 DFA Fund / Index 1 Year Return 10 Year Return* 20 […]
Value Judgments: Viewing the Premium’s Performance Through History’s Lens
There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into the data shows value’s recent performance has largely tracked with history. Growth, on the other hand, has been an outlier. 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 […]
A Tale of Two Decades: Lessons for Long‑Term Investors
Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing lessons on patience and discipline. About Christopher Jones Christopher Jones is the Founder and President of Sparrow Wealth Management, a […]
