by J.J. Schenkelberg, CFA | Jul 7, 2022 | Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -16.5% for the Second Quarter of 2022. U.S. stocks marginally outperformed international again for the quarter as measured by the iShares MSCI EAFE ETF, a...
by J.J. Schenkelberg, CFA | Jul 7, 2022 | Uncategorized
By Michela Torczon Earl Nightingale said, “We become what we think about.” Many others throughout history, as well as the latest neuroscientific research, echo the accuracy of this statement. The same is true with our finances. How we think about money determines the...
by J.J. Schenkelberg, CFA | Jul 7, 2022 | Uncategorized
I love flying! The first time I was on an airplane was before the age of one. At one point in my career I was travelling monthly. As much as I’ve flown, that feeling when the airplane wheels leave the ground and the plane lifts into the air is magical. There’s...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Market Commentary, Market Performance
Performance Source: Koyfin U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -5.0% for the First Quarter of 2022. U.S. stocks marginally outperformed international again for the quarter as measured by the iShares...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Financial Planning
The first step in every good financial plan is an emergency fund. It doesn’t matter whether you have a net worth that is negative or over $10 million. An emergency fund is a set amount that is designed to handle unexpected expenses or events. It can also be viewed as...
