by J.J. Schenkelberg, CFA | Jul 6, 2018 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 3.4% for the 13 weeks ending June 29, 2018. U.S. stocks outperformed international for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
by J.J. Schenkelberg, CFA | Apr 6, 2018 | Market Commentary, Market Performance
In the last newsletter I stated that “change may be afoot.” The first quarter was certainly driven by change. The Standard and Poor’s 500 Index, an index of the 500 largest United States public stocks, fell 0.8% for the quarterthe first negative quarter since second...
by J.J. Schenkelberg, CFA | Apr 6, 2018 | Financial Planning
Who will you be when you retire? Retirement is about having control of your time. Maybe retirement means earning money doing something you love, at a pace that is comfortable for you. Maybe it is helping a charitable organization or volunteering your time for...
by J.J. Schenkelberg, CFA | Apr 6, 2018 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -0.8% for the 13 weeks ending March 31, 2018. U.S. stocks outperformed international for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
by J.J. Schenkelberg, CFA | Feb 6, 2018 | Financial Planning, Market Commentary
Key Market Thoughts Given Recent Market Decline – This is a normal correction within equity markets. We just haven’t seen one for a while. • The S&P 500 remains above November values (less than 3 months ago) – your portfolio value likely remains...
by J.J. Schenkelberg, CFA | Jan 9, 2018 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 21.8% for 2017 and 6.6% for the 13 weeks ending December 31, 2017. U.S. stocks lagged behind international for the quarter as measured by the All Country World Index...
by J.J. Schenkelberg, CFA | Jan 9, 2018 | Financial Planning
Who will you be when you retire? Retirement is about having control of your time. Maybe retirement means earning money doing something you love, at a pace that is comfortable for you. Maybe it is helping a charitable organization or volunteering your time for...
by J.J. Schenkelberg, CFA | Jan 9, 2018 | Market Commentary
2017 ended as strong as it started. Alexa, Amazon and technology stocks continue to amaze by leading stock markets into record territory at the end of the year. Our family acquired an Amazon Echo Show at the school fundraiser in October. I wasn’t overly impressed to...
by J.J. Schenkelberg, CFA | Oct 25, 2017 | Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 4.5% for the 13 weeks ending September 30, 2017. U.S. stocks lagged behind international for the quarter as measured by the All Country World Index ex-U.S. stocks, a...
by J.J. Schenkelberg, CFA | Oct 25, 2017 | Market Commentary
Needless to say, the third quarter of 2017 was marked by significant disaster or threat of disaster. Major hurricanes rocked Texas, Florida and the Caribbean, and North Korea tested missiles over Japan while boasting threats of war. The start of the fourth quarter has...
