by J.J. Schenkelberg, CFA | Jul 6, 2018 | Financial Planning, Market Commentary, Uncategorized
Tax-Efficient Investing There are not many people who would say, “I want to pay as much in taxes as I can each year.” Most investors are trying to keep well-earned dollars in their pockets. There are many ways to minimize taxes while saving for future needs. For many,...
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...
