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...
by J.J. Schenkelberg, CFA | Jan 9, 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 21.8% for 2017 and 6.6% for the 13 weeks ending December 31, 2017. U.S. stocks lagged behind international for the quarter as measured by the All Country World Index...
by J.J. Schenkelberg, CFA | Jan 9, 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...
