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...
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,...
