by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary, Market Performance
IndexSecond Quarter 2024Year To-Date 2024S&P 5003.9%14.5%Dow Jones Industrial Average-1.7%3.8%Russell 2000-3.9%0.8% MSCI All Country World Index ex-US1.0%5.6% Aggregate Bond0.1%-0.6%...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary
June marked a milestone for me. My 50th birthday was June 16th. Actually, it isn’t too bad. It still feels like I’m in a building phase. It also feels like the middle of a teeter totter. A teeter totter is all about balance. In life we balance a lot, most...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, Market Performance
IndexFirst Quarter 2024Year To-Date 2024S&P 50010.4%10.4%Dow Jones Industrial Average6.0%6.0%Russell 20005.1%5.1% MSCI All Country World Index ex-US5.0%5.0% Aggregate Bond-0.8%-0.8%...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, News
Looking at returns during different government configurations tells investors little about why markets or the economy performed the way they did, and give little indication of how this could play out in the future. The charts below highlight real GDP growth and...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, Market Performance
A key investment mantra is “buy low sell high.” Based on this key mantra, it is best to buy investments at low prices in order to sell them at higher prices. This is a quality investment strategy for generating positive returns. The Standard and Poor’s 500 Index...
