by J.J. Schenkelberg, CFA | Jan 14, 2020 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 10.7% for the Fourth Quarter of 2019, and 29.7 % for the full year. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite...
by J.J. Schenkelberg, CFA | Oct 7, 2019 | Market Commentary, Market Performance
Market movements in the third quarter of 2019 were once again dominated by news surrounding tariff wars and the interest rate set by the Federal Open Market Committee (FOMC). Let’s talk about how each of these can affect investment markets. Prices that investors pay...
by J.J. Schenkelberg, CFA | Oct 7, 2019 | Financial Planning
When it comes to retirement plans, we often think of a 401(k) or 403(b), depending on what type of workplace we are accustomed to. These options work very well for large business, but there are quite a few different options to be explored for smaller business owners....
by J.J. Schenkelberg, CFA | Oct 7, 2019 | Market Commentary, Market Performance, Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 1.2% for the Third Quarter of 2019. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite Index EAFE, a representation of...
by J.J. Schenkelberg, CFA | Jul 8, 2019 | Financial Planning
“The rich get richer.” We’ve all heard this phrase. Why does this happen? Is it better investment opportunities, access to other wealthy investors or other advantages the rest of us can’t take advantage of? Not really. Primarily, the rich get richer because of the...
