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...
by J.J. Schenkelberg, CFA | Jan 8, 2017 | Market Commentary
Now we know. What was a mystery coming into the fourth quarter is now history. When uncertainty is eliminated the market breathes a little sigh of relief. Equity markets advanced to new highs in the fourth quarter amid political news that drove a variety of strong...
by J.J. Schenkelberg, CFA | Jan 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 3.8% for the 13-weeks and 12.0% for the full year ending December 31, 2016. U.S. stocks outpaced International for the quarter as measured by the All Country World...
by J.J. Schenkelberg, CFA | Nov 30, 2016 | Market Commentary
Third quarter performance of the general equity market was marked by calm markets followed by Federal Reserve driven‐volatility. Prior to the Federal Reserve beige book report in September, equity markets were quite calm, as measured by the CBOE VIX index (Chicago...
