by J.J. Schenkelberg, CFA | Jul 6, 2026 | Market Commentary, Market Performance
U.S. Versus International The S&P 500 Index, an index of large U.S. companies, posted a price return of 14.9% for the Second Quarter of 2026. Large U.S. stocks outperformed international for the quarter as measured by the iShares MSCI ACWI ex-US Index, a...
by J.J. Schenkelberg, CFA | Jul 6, 2026 | Financial Planning, Market Commentary, Market Performance
It is easy to get used to the market going up and up. The second quarter of 2026 was no exception. Several notable accomplishments were noted by Business Insider on July 1, 2026 as achievements for the quarter, including: The S&P 500 and NASDAQ 100 had their best...
by J.J. Schenkelberg, CFA | Jul 6, 2026 | Financial Planning, News
Every printed Schenkelberg Investments newsletter and business card contains the same four key words that define the mission of our firm: Integrity, Experience, Empathy and Fiduciary. After 10 years these four pillars continue to be the guiding light for how we...
by J.J. Schenkelberg, CFA | Apr 6, 2026 | Market Commentary, Market Performance
Performance Source: Koyfin.com Price Return U.S. Versus International The S&P 500 Index, an index of large U.S. companies, posted a price return of -4.6% for the first quarter of 2026. Large U.S. stocks underperformed international for the quarter as measured by...
by J.J. Schenkelberg, CFA | Apr 6, 2026 | Market Commentary, Market Performance
Almost one year ago to the day of the market high in February 2026, the market began a decline and volatility prompted by “Liberation Day.” The Wall Street Journal reported on April 2, 2026, that a year ago “stocks came within a whisker of a new bear market,...
