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...
by J.J. Schenkelberg, CFA | Apr 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 -0.8% for the 13 weeks ending March 31, 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 | Feb 6, 2018 | Financial Planning, Market Commentary
Key Market Thoughts Given Recent Market Decline – This is a normal correction within equity markets. We just haven’t seen one for a while. • The S&P 500 remains above November values (less than 3 months ago) – your portfolio value likely remains...
by J.J. Schenkelberg, CFA | Jan 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 21.8% for 2017 and 6.6% for the 13 weeks ending December 31, 2017. U.S. stocks lagged behind international for the quarter as measured by the All Country World Index...
