by J.J. Schenkelberg, CFA | Apr 12, 2021 | Financial Planning, Market Commentary, Market Performance
Major stock market indices are hitting all-time high prices. There are many reasons for this continued rise in prices; some of the primary ones include: Economic recovery following the COVID related slowdown in 2020.Low interest rates drive more money toward stocks,...
by J.J. Schenkelberg, CFA | Jan 10, 2021 | Financial Planning, Market Commentary, Market Performance
Goodbye 2020! New Year’s Day ushered in a whole new year and outlook. But, we already know that not much has changed so far in 2021. COVID-19 deaths continue to set records, many businesses stay closed and U.S. political turmoil is at its highest in decades. Humanity...
by J.J. Schenkelberg, CFA | Jan 10, 2021 | Financial Planning, Market Commentary
We are certainly living in interesting times. For some, it may increase concerns about investing. One of the primary lessons from 2020 is that we are all resilient. Adjusting to change isn’t easy, but somehow we all adapt. Evidence showsthat timing the market is a...
by J.J. Schenkelberg, CFA | Oct 12, 2020 | Financial Planning, Market Commentary, Market Performance
John Maynard Keynes is a British economist credited with this quote in the 1930s. Over the years, I have written about evaluating investments through the quality of the business and the price we are willing to pay for it. Sometimes, as investors, we have to evaluate...
by J.J. Schenkelberg, CFA | Jul 9, 2020 | Financial Planning, Market Commentary, Market Performance
Have you ever ridden the Tornado-like amusement park ride where you stand against the wall and when the ride takes off it spins in circles so fast you defy gravity while your view appears to stay still in one central blur? It’s been well over 30 years since I’ve...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Financial Planning, Market Commentary
Anxiety has been high for all individuals across the globe. We are all worried about our health, the health of loved ones, the care of important health care workers and other individuals on the front lines. Not to mention the immediate scarcity of some grocery...
