by J.J. Schenkelberg, CFA | Jan 12, 2022 | Market Commentary, Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 10.7% for the Fourth Quarter of 2021. S&P 500 performance was driven by strength in select stocks with large weights in the index. U.S. stocks significantly...
by J.J. Schenkelberg, CFA | Oct 15, 2021 | Market Commentary, Uncategorized
When investors turn to market newsmakers they are often given S&P 500 index performance as a proxy for how the stock market has performed for the day, week, month, year. What they don’t readily publicize is how many other thousands of stocks are in the investment...
by J.J. Schenkelberg, CFA | Oct 15, 2021 | Market Commentary, Uncategorized
Does the phrase “climbing a wall of worry” sound familiar to you? In many years the stock market has continued to rise despite significant concerns in the economic or political environment. There are a lot of items causing investors to be concerned about current stock...
by J.J. Schenkelberg, CFA | Oct 15, 2021 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 0.6% for the Third Quarter of 2021. S&P 500 performance was driven by strength in select stocks with large weights in the index. U.S. stocks outperformed...
by J.J. Schenkelberg, CFA | Jul 6, 2021 | Financial Planning, Market Commentary, Market Performance
In past newsletters I talked a lot about valuing stocks as a combination of owning investments that have quality financials with growth opportunity coupled with a price we are willing to pay. Are the financials of the investment attractive enough to buy and are we...
by J.J. Schenkelberg, CFA | Jul 6, 2021 | Financial Planning, Market Commentary, Market Performance
Most investors are focused on liquid investments such as stocks, bonds and commodities. Inflation can have a significant impact on each of these investments in slightly different ways. The bottom line, however, is that investors are better off in these investments...
