by J.J. Schenkelberg, CFA | Apr 3, 2020 | Market Commentary, Market Performance
I hope this newsletter finds you well. It is amazing how the world can change in just a few months. The recent environment helps us remember what is most important in life—family, friends and health. A big thank you to my clients! It is a privilege to help you...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Market Commentary, Market Performance, Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -19.9% for the First Quarter of 2020. U.S. stocks marginally outperformed international for the quarter as measured by the iShares MSCI EAFE ETF, a representation of...
by J.J. Schenkelberg, CFA | Jan 14, 2020 | Market Commentary, Market Performance
Wow, what a year! Not much to complain about when it comes to investment returns for 2019. All major diversified stock indices advanced over 20%. The Standard and Poor’s 500 Index led the way with a 29.7% total return. Technology stocks were the clear winners once...
by J.J. Schenkelberg, CFA | Jan 14, 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 10.7% for the Fourth Quarter of 2019, and 29.7 % for the full year. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite...
by J.J. Schenkelberg, CFA | Oct 7, 2019 | Market Commentary, Market Performance
Market movements in the third quarter of 2019 were once again dominated by news surrounding tariff wars and the interest rate set by the Federal Open Market Committee (FOMC). Let’s talk about how each of these can affect investment markets. Prices that investors pay...
by J.J. Schenkelberg, CFA | Oct 7, 2019 | Market Commentary, Market Performance, Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 1.2% for the Third Quarter of 2019. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite Index EAFE, a representation of...
