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...
by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
Interest rates have increased sharply the past several years. It’s hard to escape this news. Everyone on the street seems aware of higher mortgage rates, and they are starting to recognize how rising interest rates are changing savings rates at the bank. It’s one...
by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
Standard & Poor’s 500 Index total return for the Third Quarter of 2023 was negative (-3.3% according to J.P. Morgan). We haven’t experienced a negative quarter since Third Quarter 2022. We have seen some drastic ups and downs in market performance the past couple...
by J.J. Schenkelberg, CFA | Jul 10, 2023 | Market Commentary
IndexSecond Quarter 2023Year To-Date 2023S&P 5008.3%15.9%Dow Jones Industrial Average3.4%3.8%Russell 20004.8%7.2% MSCI All Country World Index ETF2.6%10.0% Barclays Aggregate Bond-0.9%2.3%...
