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 | Jul 9, 2020 | Market Commentary, Market Performance
Diversification is a key piece of a portfolio that is looking to control risk. Investopedia describes diversification as follows: “A diversified portfolio contains a mix of distinct asset types and investment vehicles in an attempt at limiting exposure to any single...
by J.J. Schenkelberg, CFA | Jul 9, 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 +20.0% for the Second Quarter of 2020, following -19.9% return for the First Quarter of 2020. U.S. stocks outperformed international for the quarter as measured by...
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...
