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Retirement – Dreams to Reality – Busy Stage

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...

2Q 2017 Market Performance Breakdown

by J.J. Schenkelberg, CFA | Jul 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 3.1% for the 13 weeks ending June 30, 2017. U.S. stocks lagged behind International for the quarter as measured by the All Country World Index ex-U.S. stocks, a...

4Q 2016 General Market Performance Breakdown

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...
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