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...
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...
