by J.J. Schenkelberg, CFA | Oct 15, 2021 | Market Commentary, Uncategorized
Does the phrase “climbing a wall of worry” sound familiar to you? In many years the stock market has continued to rise despite significant concerns in the economic or political environment. There are a lot of items causing investors to be concerned about current stock...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | 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 -19.9% for the First Quarter of 2020. U.S. stocks marginally outperformed international for the quarter as measured by the iShares MSCI EAFE ETF, a representation of...
by J.J. Schenkelberg, CFA | Oct 7, 2019 | 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 1.2% for the Third Quarter of 2019. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite Index EAFE, a representation of...
by J.J. Schenkelberg, CFA | Jul 6, 2018 | Financial Planning, Market Commentary, Uncategorized
Tax-Efficient Investing There are not many people who would say, “I want to pay as much in taxes as I can each year.” Most investors are trying to keep well-earned dollars in their pockets. There are many ways to minimize taxes while saving for future needs. For many,...
by J.J. Schenkelberg, CFA | Jul 8, 2017 | Market Commentary, Uncategorized
There is a common saying on Wall Street, “Sell in May and Go Away.” The saying implies that it is a good move to sell stocks at the beginning of May and buy them back the beginning of November. Historically, stocks have underperformed for this six-month period...
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...
