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...
by J.J. Schenkelberg, CFA | Oct 23, 2017 | 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 | Jul 8, 2017 | Market Commentary, Uncategorized
There is a common saying on Wall Street, “Sell in May and Go Away.” The saying implies that it is a good move to sell stocks at the beginning of May and buy them back the beginning of November. Historically, stocks have underperformed for this six-month period...
by J.J. Schenkelberg, CFA | Jul 8, 2017 | Financial Planning, Market Commentary, Uncategorized
Who will you be when you retire? Retirement is about having control of your time. Maybe it 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 activities you...
by J.J. Schenkelberg, CFA | Jul 8, 2017 | 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 3.1% for the 13 weeks ending June 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 | Apr 8, 2017 | Market Commentary
The Dow Jones Industrial Average (DJIA) marched into record high territory and then crossed the 20,000 mark in January for the first time in history. This momentous event was greeted with excitement the week it happened. However, the event and quarter felt more like a...
by J.J. Schenkelberg, CFA | Apr 8, 2017 | Financial Planning
Retirement, that time in the future that remains a foggy dream for many. We know we want to get there. And, in many cases, the sooner the better. If you won millions of dollars in the lottery today what would you want to do tomorrow? “Retire!” would seem to be the...
