by J.J. Schenkelberg, CFA | Jan 5, 2026 | Financial Planning, Market Commentary, Market Performance
Performance Source: Koyfin.com Price Return U.S. Versus International The S&P 500 Index, an index of large U.S. companies, posted a price return of 2.8% for the fourth quarter of 2025. Large U.S. stocks underperformed international for the quarter as measured by...
by J.J. Schenkelberg, CFA | Jan 5, 2026 | Financial Planning, Market Commentary, Market Performance
We have experienced three double digit annual return years in a row. There are reasons to feel like this bull market could come to an end. However, there are many reasons we could see this upward trend continue. Unemployment remains below 5%, top earning companies...
by J.J. Schenkelberg, CFA | Jan 5, 2026 | Financial Planning, Market Commentary, Market Performance
A Roth IRA (Individual Retirement Account) conversion involves moving funds from a traditional IRA or other eligible retirement account into a Roth IRA. Income taxes must be paid at the time of conversion, but once the funds are in the Roth IRA they may grow and be...
by J.J. Schenkelberg, CFA | Oct 7, 2025 | Market Commentary, Market Performance
Performance Source: Koyfin.com Price Return U.S. Versus International The S&P 500 Index, an index of large U.S. companies, posted a price return of 8.4% for the third quarter of 2025. This move brought the index to another all-time high within the quarter. Large...
by J.J. Schenkelberg, CFA | Oct 7, 2025 | Uncategorized
Stocks hit all-time highs near the end of the third quarter. The S&P 500 Index ended the third quarter at 6,688, with a price to earnings ratio (P/E) of 22.8x. This is a lofty P/E compared to the 30-year average of 17.0x. However, it is not as high as the peak of...
