by J.J. Schenkelberg, CFA | Apr 12, 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 8.1% for the First Quarter of 2021. U.S. stocks outperformed international for the quarter as measured by the iShares MSCI EAFE ETF, a representation of international...
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 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 11.7% for the Fourth Quarter of 2020, bringing performance to 15.4% year-to-date in 2020. U.S. stocks outperformed international for the quarter as measured by the...
by J.J. Schenkelberg, CFA | Oct 12, 2020 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 8.9% for the Third Quarter of 2020, bringing performance to 5.6% year-to-date in 2020. U.S. stocks outperformed international for the quarter as measured by the...
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 | Oct 12, 2020 | Market Commentary, Market Performance
Last quarter we discussed how the largest stocks in the Standard & Poor’s 500 Index are dominating stock market returns, helping drive S&P 500 returns versus stocks in the rest of the index and other major indices. Apple and Amazon continued to outperform in...
