Author Archives: Spencer Seggebruch

Weighing your Options Appropriately

Equal Weighting Educational

Posted on by Spencer Seggebruch

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In June, we learned from our experiment that historical return is not a good predictor of future performance and that chasing after returns, year after year, can be detrimental to your account’s value.  If you didn’t get a chance to read it, you can find it here. This month, we’ll…

Spencer’s Blog July: Return Envy

Newspaperguy.Trolley2

Posted on by Spencer Seggebruch

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What should I be invested in?  Should I change my investments?  How much risk am I taking?  How do I know if my investments are diversified?  We all face these questions when saving for retirement. Participants with retirement accounts often find selecting an investment based solely on past performance as…

Weekly Commentary 7/31/15

WeeklyComm2

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The MSCI ACWI IMI global investable equity index finished the week up 0.92%. The S&P 500 finished up 1.19%. MSCI EAFE finished up 1.02%. The Barclays US Agg Bond Index finished up 0.32% as 10-year Treasury yields fell from 2.27% to 2.20%. For the week, Large Value, Mid Caps and…

Weekly Commentary – 4/10/15

WeeklyComm2

Posted on by Spencer Seggebruch

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The MSCI ACWI IMI global investable equity index finished the week up 1.89%. The S&P 500 finished the week up 1.74%. MSCI EAFE finished up 1.56%. The Barclays US Agg Bond Index finished down 0.40% as 10-year Treasury yields rose from 1.85% to 1.96%. US Mid-Cap Growth outperformed the global…