by J.J. Schenkelberg, CFA | Oct 18, 2022 | Market Commentary, Market Performance
IndexThird Quarter 2022Year To-Date 2022S&P 500-5.3%-24.8%Dow Jones Industrial Average-6.7%-21.0%Russell 2000-2.5%-25.9% MSCI EAFE (International Index)-10.4%-27.2% Barclays Aggregate...
by J.J. Schenkelberg, CFA | Oct 18, 2022 | Market Commentary, Market Performance
Stock and bond markets have had a rough ride so far this year, to say the least. The number one influence on prices has been inflation. We are all feeling the effects of inflation, which is defined by www.investopedia.com as “a rise in prices, which can be translated...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Market Commentary, Market Performance
Performance Source: Koyfin U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -5.0% for the First Quarter of 2022. U.S. stocks marginally outperformed international again for the quarter as measured by the iShares...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Market Commentary, Market Performance
Market Forces. Power of the Consumer in Charts Investors are watching the market a little more closely these days. For those of you who have been following this newsletter the past six years, you know that when I look at any investment I look at the quality of...
by J.J. Schenkelberg, CFA | Jan 12, 2022 | Market Commentary, Uncategorized
Where did 2021 go? They say life moves faster as we age. If the years continue to get faster, I am scared to blink. The past year has been a whirlwind of high school graduation, new college, new high school activities, work accomplishments, family trips and...
by J.J. Schenkelberg, CFA | Jan 12, 2022 | Market Commentary, Uncategorized
Before you read too much into this title, I firmly believe you cannot save too much for retirement. Saving early and often is the best path to personal financial freedom for retirement and any other life goals. Figuring out where to save is one of the most important...
