by J.J. Schenkelberg, CFA | Jul 8, 2019 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 4.3% for the Second Quarter of 2019. U.S. stocks outperformed international for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
by J.J. Schenkelberg, CFA | Jul 8, 2019 | Market Commentary, Market Performance
Last week I took a golf lesson for the first time since playing golf in college, more than 20 years ago. The instructor began with the basics—grip, stance and alignment. If you play golf you know that golfers typically focus on a lot of items other than grip,...
by J.J. Schenkelberg, CFA | Apr 12, 2019 | Market Commentary, Market Performance
Following a Christmas Eve market low, Santa Claus delivered a strong stock market rally that lasted the next three months. The fourth quarter drop in market prices was a significant jolt to investors. However, major market indices are once again knocking on the door...
by J.J. Schenkelberg, CFA | Apr 12, 2019 | Financial Planning
Everyone knows they need to save for the future and that there are opportunities to invest their savings to maximize growth. It is a complex world when seeking someone to help safeguard and grow savings. The “financial advisor title” is a very common one among...
by J.J. Schenkelberg, CFA | Apr 12, 2019 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 13.6% for the First Quarter of 2019. U.S. stocks outperformed international for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
