Investments

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.

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.

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:

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.

In this video clip from Dimensional Fund Advisors, Vice President Joel Hefner illustrates the importance of global diversification and discipline by comparing the historical performance of US and emerging markets stocks over sample periods. These periods include a 28-year period from 1988 to 2015 and “The Lost Decade,” from 2000 to 2009.

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. […]

Given how poorly international markets have performed relative to U.S. markets during the last 6 years, some investors may be wondering about the benefits of investing internationally.  The simple answer is that different countries perform well at different times, and it reduces your risk and increases your long term returns when you’re broadly diversified across all of the world markets. While it’s very tempting to look […]

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. The ignominy that goes with making bold forecasts was highlighted in a recent newspaper article, which listed many […]

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. […]

Today, I was interviewed by Channel 8 News (in Las Vegas) about the current market conditions and the impact of the Chinese markets on Las Vegas businesses.  Here are some of my answers to their questions: 1) The 450 point drop this morning had some people nervous.  Were you?  No, not at all. I focus on the long term.  I […]