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 | Financial Planning, Market Commentary
Anxiety has been high for all individuals across the globe. We are all worried about our health, the health of loved ones, the care of important health care workers and other individuals on the front lines. Not to mention the immediate scarcity of some grocery...
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 | Financial Planning
While all years seem to advance at a rapid pace these days, it felt like 2019 sped by at lightning speed. I love to talk with younger moms who are excited for their children’s milestones of rolling over, first steps and first words. As our family celebrates milestones...
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 | Financial Planning
When it comes to retirement plans, we often think of a 401(k) or 403(b), depending on what type of workplace we are accustomed to. These options work very well for large business, but there are quite a few different options to be explored for smaller business owners....
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...
