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,...
by J.J. Schenkelberg, CFA | Apr 6, 2026 | News
March 17, 2016, Schenkelberg Investments, LLC was officially recognized by the Internal Revenue Service as an official entity. By June of 2016, the Registered Investment Advisory was fully licensed, set up for business with TradePMR and the first accounts were put on...
by J.J. Schenkelberg, CFA | Jan 5, 2026 | Financial Planning, 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 2.8% for the fourth quarter of 2025. Large U.S. stocks underperformed international for the quarter as measured by...
by J.J. Schenkelberg, CFA | Jan 5, 2026 | Financial Planning, Market Commentary, Market Performance
We have experienced three double digit annual return years in a row. There are reasons to feel like this bull market could come to an end. However, there are many reasons we could see this upward trend continue. Unemployment remains below 5%, top earning companies...
