JSK Financial Services

From us to you

Q1 Market Performance - 2019

Written by: Jim Kantowski, CFP®, CPA

Financial Planning, Investment News

After experiencing significant losses in the 4th Quarter of 2018, investors that maintained discipline and patience benefited from a significant recovery during the first quarter of 2019. Equity markets delivered positive returns; the S&P 500, Russell 2000 and MSCI All Country (ex USA) World Index delivered returns of +13.65%, +14.58% and + 10.31%, respectively.

Preparing for Race Day

Written by: Jim Kantowski, CFP®, CPA

Financial Planning

 

Why Should you Diversify?

Written by: Jim Kantowski, CFP®, CPA

Financial Planning, Investment News

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%, and the MSCI Emerging Markets Index returned 0.78%. As US stocks have outperformed international and emerging markets stocks over the last several years, some investors might be reconsidering the benefits of investing outside the US.

We're happy to provide financial education to our community!

Written by: JSK Financial

Financial Planning, Giving Back

We had the honor of being a part of a Wealth Workshop last week where we spoke with other volunteers who shared their expertise. We touched on building and preserving wealth as well as tax efficiency when investing.

The Stock Market Plunged – What Should I Do?

Written by: Jim Kantowski, CFP®, CPA

Financial Planning

"The stock market plunged and Im scared. What should I do?”

6 Tips: Personal Finance for Women

Written by: Jim Kantowski, CFP®, CPA

Financial Planning

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