by J.J. Schenkelberg, CFA | Jan 9, 2025 | Market Commentary, Market Performance, Uncategorized
IndexFourth Quarter 2024Year To-Date 2024S&P 5002.1%23.3%Dow Jones Industrial Average0.5%12.9%Russell 20000.0%10.0% MSCI All Country World Index ex-US-7.5%5.2% Aggregate Bond-3.1%1.4%...
by J.J. Schenkelberg, CFA | Jan 9, 2025 | Market Commentary, Market Performance, Uncategorized
In 2017 Warren Buffett is quoted as saying,“Consistently buy an S&P 500 low-cost index fund. Keep buying it through thick and thin and especially through thin.” This advice has certainly been extremely lucrative since 2017. I would go so far as to say the...
by J.J. Schenkelberg, CFA | Oct 10, 2024 | Uncategorized
IndexThird Quarter 2024Year To-Date 2024S&P 5005.5%20.8%Dow Jones Industrial Average8.2%12.3%Russell 20009.2%10.0% MSCI All Country World Index ex-US7.7%13.8% Aggregate Bond5.2%4.6%...
by J.J. Schenkelberg, CFA | Oct 10, 2024 | Uncategorized
While all years seem to advance at a rapid pace these days, it felt like 2024 sped by at lightning speed. I love to talk with younger moms who are excited for their childrens’ milestones of rolling over, first steps and first words. As our family celebrates milestones...
by J.J. Schenkelberg, CFA | Oct 10, 2024 | Uncategorized
The Federal Open Market Committee (FOMC) is the policymaking body of the Federal Reserve System. This committee lowered its fed funds rate by 50 basis points, or 0.50%, on September 18, 2024 to a range of 4.75% to 5.0%. The fed funds rate is the rate at which...
by J.J. Schenkelberg, CFA | Jan 5, 2024 | Market Commentary, Uncategorized
The turn of a new year often coincides with new resolutions and potential new starts. These changes sometimes stick and sometimes don’t. But, there are some changes that are certain for the new year. Those are changes made by the IRS. The IRS makes some changes each...
