by J.J. Schenkelberg, CFA | Jan 4, 2019 | Market Commentary, Market Performance
The longest bull market in history may have ended on September 20, 2018. However, we cannot officially say that yet. The end of a bull market is characterized by a 20% drop from the peak. The S&P 500 was two points away from 2,344.6 on December 27th before staging...
by J.J. Schenkelberg, CFA | Jan 4, 2019 | Financial Planning, Market Commentary, Market Performance
The term “recession” has been tossed around a lot lately. In general terms it seems to represent a scary situation when it comes to the economy and our financial future. But what does it really mean? From an investment standpoint we may have already seen the worst....
by J.J. Schenkelberg, CFA | Jan 4, 2019 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -13.5% for the 13 weeks ending December 31, 2018, and -4.4% for the full year. U.S. stocks underperformed internationally for the quarter as measured by the All...
by J.J. Schenkelberg, CFA | Oct 9, 2018 | Financial Planning, Market Commentary, Market Performance
Whether you are in the investment industry or not, one of the first lessons everyone learns is the importance of diversification. “Don’t put all your eggs in one basket,” so to speak. Over time we have learned that diversification works. Stocks that are not alike will...
by J.J. Schenkelberg, CFA | Oct 9, 2018 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 7.7% for the 13 weeks ending September 30, 2018. U.S. stocks outperformed international for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
by J.J. Schenkelberg, CFA | Jul 6, 2018 | Market Commentary, Market Performance
Human beings have two growth spurt phases. When we are young growth spurts are exciting times when we grow taller, catching older siblings or adults in height. When we become adults, growth spurts take on a whole new meaning. Rather than growing taller, our growth...
