by J.J. Schenkelberg, CFA | Jan 5, 2024 | Market Commentary, Market Performance
Top performing U.S. S&P 500 sectors as reported by Koyfin for the Fourth Quarter of 2023 include Real Estate (18.8%), Technology (17.7%) and Financials (13.9%). Laggards for the Fourth Quarter include Energy (-6.4%), Consumer Staples (5.5%) and Health Care (6.4%)....
by J.J. Schenkelberg, CFA | Jan 5, 2024 | Market Commentary, Market Performance
The S&P 500, an index of large U.S. companies, posted a total return of 11.6% for the Fourth Quarter of 2023. Large U.S. stocks outperformed international for the quarter as measured by the iShares MSCI ACWI ex-US Index, a representation of international stocks...
by J.J. Schenkelberg, CFA | Jan 5, 2024 | Market Commentary, Uncategorized
The turn of a new year often coincides with new resolutions and potential new starts. These changes sometimes stick and sometimes don’t. But, there are some changes that are certain for the new year. Those are changes made by the IRS. The IRS makes some changes each...
by J.J. Schenkelberg, CFA | Jan 5, 2024 | Financial Planning, Market Commentary, Market Performance
It is safe to look at your investment account statements again. 2023 was a very strong year for stocks. Especially when measured by the Standard and Poor’s 500 Index(S&P 500). The S&P 500 Index had a total return of 26.2% for the full year. Other major indices...
by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
Top performing U.S. S&P 500 sectors as reported by Koyfin for the Third Quarter of 2023 include Energy (12.2%), Communications (1.0%) and Financials (-1.2%). Laggards for the Third Quarter include Utilities (-9.2%), Real Estate (-8.9%) and Consumer Staples...
by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
The S&P 500, an index of large U.S. companies, posted a total return of -3.7% for the Third Quarter of 2023. Large U.S. stocks outperformed international for the quarter as measured by the iShares MSCI ACWI ex-US ETF, a representation of international stocks...
