by J.J. Schenkelberg, CFA | Jul 6, 2018 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 3.4% for the 13 weeks ending June 29, 2018. 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 | Apr 6, 2018 | Market Commentary, Market Performance
In the last newsletter I stated that “change may be afoot.” The first quarter was certainly driven by change. The Standard and Poor’s 500 Index, an index of the 500 largest United States public stocks, fell 0.8% for the quarterthe first negative quarter since second...
by J.J. Schenkelberg, CFA | Apr 6, 2018 | Financial Planning
Who will you be when you retire? Retirement is about having control of your time. Maybe retirement means earning money doing something you love, at a pace that is comfortable for you. Maybe it is helping a charitable organization or volunteering your time for...
by J.J. Schenkelberg, CFA | Apr 6, 2018 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -0.8% for the 13 weeks ending March 31, 2018. 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 | Feb 6, 2018 | Financial Planning, Market Commentary
Key Market Thoughts Given Recent Market Decline – This is a normal correction within equity markets. We just haven’t seen one for a while. • The S&P 500 remains above November values (less than 3 months ago) – your portfolio value likely remains...
