Investments

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500. When markets hit new highs, is that an indication that it’s time for investors to cash out? History tells us that a market index being at an all-time high generally does not provide actionable […]

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 Monitor. […]

David Booth is the co-founder and co-CEO of Dimensional Fund Advisors. In this video, Booth discusses Dimensional’s heritage and the future of financial services. The reason Dimensional has been so successful, according to Booth, is because “we have connected the leading academics and caught the new wave of thinking about finance and investing. We were able to take those ideas […]

Savoring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a wine is great, good, mediocre, or undrinkable. These include the quality of the grapes, soil, […]

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 Monitor. […]

This November, Americans will be heading to the polls to elect the next president of the United States. It is shaping up to be a very close race between Donald Trump and Hillary Clinton, two candidates with very different visions for the country overall. The outcome of this presidential election may have an impact on taxes and health care. Is there a way […]

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 […]

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. […]

“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.”

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.