by J.J. Schenkelberg, CFA | Jan 9, 2025 | Market Commentary, Market Performance, Uncategorized
IndexFourth Quarter 2024Year To-Date 2024S&P 5002.1%23.3%Dow Jones Industrial Average0.5%12.9%Russell 20000.0%10.0% MSCI All Country World Index ex-US-7.5%5.2% Aggregate Bond-3.1%1.4%...
by J.J. Schenkelberg, CFA | Jan 9, 2025 | Market Commentary, Market Performance, Uncategorized
In 2017 Warren Buffett is quoted as saying,“Consistently buy an S&P 500 low-cost index fund. Keep buying it through thick and thin and especially through thin.” This advice has certainly been extremely lucrative since 2017. I would go so far as to say the...
by J.J. Schenkelberg, CFA | Jan 9, 2025 | Financial Planning, Market Commentary, Market Performance
There is a national commercial playing now where a kid asks the adults, “What is the economy?” The adults stumble a little on its definition and the kid finally says, “I’ll look it up.” This commercial always makes me smile. We hear news about the economy all the...
by J.J. Schenkelberg, CFA | Oct 10, 2024 | Uncategorized
IndexThird Quarter 2024Year To-Date 2024S&P 5005.5%20.8%Dow Jones Industrial Average8.2%12.3%Russell 20009.2%10.0% MSCI All Country World Index ex-US7.7%13.8% Aggregate Bond5.2%4.6%...
by J.J. Schenkelberg, CFA | Oct 10, 2024 | Uncategorized
While all years seem to advance at a rapid pace these days, it felt like 2024 sped by at lightning speed. I love to talk with younger moms who are excited for their childrens’ milestones of rolling over, first steps and first words. As our family celebrates milestones...
by J.J. Schenkelberg, CFA | Oct 10, 2024 | Uncategorized
The Federal Open Market Committee (FOMC) is the policymaking body of the Federal Reserve System. This committee lowered its fed funds rate by 50 basis points, or 0.50%, on September 18, 2024 to a range of 4.75% to 5.0%. The fed funds rate is the rate at which...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary, Market Performance, News
At the end of 2023 I highlighted the dominance of the top 10 stocks in the S&P 500. It is worth revisiting this topic. These 10 stocks continue to dominate the S&P 500 on into 2024. So far in 2024, other major indices have not achieved nearly as strong returns...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary, Market Performance
IndexSecond Quarter 2024Year To-Date 2024S&P 5003.9%14.5%Dow Jones Industrial Average-1.7%3.8%Russell 2000-3.9%0.8% MSCI All Country World Index ex-US1.0%5.6% Aggregate Bond0.1%-0.6%...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary
June marked a milestone for me. My 50th birthday was June 16th. Actually, it isn’t too bad. It still feels like I’m in a building phase. It also feels like the middle of a teeter totter. A teeter totter is all about balance. In life we balance a lot, most...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, Market Performance
IndexFirst Quarter 2024Year To-Date 2024S&P 50010.4%10.4%Dow Jones Industrial Average6.0%6.0%Russell 20005.1%5.1% MSCI All Country World Index ex-US5.0%5.0% Aggregate Bond-0.8%-0.8%...
