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...
by J.J. Schenkelberg, CFA | Jan 14, 2020 | Financial Planning
While all years seem to advance at a rapid pace these days, it felt like 2019 sped by at lightning speed. I love to talk with younger moms who are excited for their children’s milestones of rolling over, first steps and first words. As our family celebrates milestones...
by J.J. Schenkelberg, CFA | Oct 7, 2019 | Financial Planning
When it comes to retirement plans, we often think of a 401(k) or 403(b), depending on what type of workplace we are accustomed to. These options work very well for large business, but there are quite a few different options to be explored for smaller business owners....
