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...
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 6, 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 3.4% for the 13 weeks ending June 29, 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 | Apr 6, 2018 | Market Commentary, Market Performance
In the last newsletter I stated that “change may be afoot.” The first quarter was certainly driven by change. The Standard and Poor’s 500 Index, an index of the 500 largest United States public stocks, fell 0.8% for the quarterthe first negative quarter since second...
