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...
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...
by J.J. Schenkelberg, CFA | Apr 8, 2017 | Market Commentary
The Dow Jones Industrial Average (DJIA) marched into record high territory and then crossed the 20,000 mark in January for the first time in history. This momentous event was greeted with excitement the week it happened. However, the event and quarter felt more like a...
by J.J. Schenkelberg, CFA | Jan 8, 2017 | Market Commentary
Now we know. What was a mystery coming into the fourth quarter is now history. When uncertainty is eliminated the market breathes a little sigh of relief. Equity markets advanced to new highs in the fourth quarter amid political news that drove a variety of strong...
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...
by J.J. Schenkelberg, CFA | Nov 30, 2016 | Market Commentary
Third quarter performance of the general equity market was marked by calm markets followed by Federal Reserve driven‐volatility. Prior to the Federal Reserve beige book report in September, equity markets were quite calm, as measured by the CBOE VIX index (Chicago...
