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...
by J.J. Schenkelberg, CFA | Apr 8, 2017 | Market Commentary
The Dow Jones Industrial Average (DJIA) marched into record high territory and then crossed the 20,000 mark in January for the first time in history. This momentous event was greeted with excitement the week it happened. However, the event and quarter felt more like a...
by J.J. Schenkelberg, CFA | Apr 8, 2017 | Financial Planning
Retirement, that time in the future that remains a foggy dream for many. We know we want to get there. And, in many cases, the sooner the better. If you won millions of dollars in the lottery today what would you want to do tomorrow? “Retire!” would seem to be the...
by J.J. Schenkelberg, CFA | Apr 8, 2017 | Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 6.1% for the 13-weeks ending March 31, 2017. U.S. stocks lagged behind International for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
