by J.J. Schenkelberg, CFA | Oct 25, 2017 | Market Commentary
Needless to say, the third quarter of 2017 was marked by significant disaster or threat of disaster. Major hurricanes rocked Texas, Florida and the Caribbean, and North Korea tested missiles over Japan while boasting threats of war. The start of the fourth quarter has...
by J.J. Schenkelberg, CFA | Oct 23, 2017 | 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 | Jul 8, 2017 | Market Commentary, Uncategorized
There is a common saying on Wall Street, “Sell in May and Go Away.” The saying implies that it is a good move to sell stocks at the beginning of May and buy them back the beginning of November. Historically, stocks have underperformed for this six-month period...
by J.J. Schenkelberg, CFA | Jul 8, 2017 | Financial Planning, Market Commentary, Uncategorized
Who will you be when you retire? Retirement is about having control of your time. Maybe it 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 activities you...
by J.J. Schenkelberg, CFA | Jul 8, 2017 | 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 3.1% for the 13 weeks ending June 30, 2017. U.S. stocks lagged behind International for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
