by J.J. Schenkelberg, CFA | Jul 10, 2025 | 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 10.6% for the Second Quarter of 2025. This move brought the index around to an all-time high to end the quarter....
by J.J. Schenkelberg, CFA | Jul 10, 2025 | Market Commentary, Market Performance
The Standard and Poor’s 500 Index ended the second quarter of 2025 close to an all-time high. With stocks at high prices, conflict high in parts of the world and the U.S. political landscape polarized among families, neighbors and friends, it may seem like a difficult...
by J.J. Schenkelberg, CFA | Apr 4, 2025 | Uncategorized
IndexFirst Quarter 2025Year To-Date 2025S&P 500-4.6%-4.6%Dow Jones Industrial Average-1.3%-1.3%Russell 2000-9.8%-9.8% MSCI All Country World Index ex-US6.3%6.3% Aggregate Bond2.8%2.8%...
by J.J. Schenkelberg, CFA | Apr 4, 2025 | Uncategorized
Amy and I are excited for the growth that has occurred at Schenkelberg Investments. Opportunities to help clients meet financial needs and plan for the future continue to present themselves. We are constantly looking for ways we can more effectively and efficiently...
by J.J. Schenkelberg, CFA | Apr 4, 2025 | Uncategorized
Have you ever heard the phrase “markets don’t like uncertainty”? If not, welcome to the current market environment. So many areas of our lives are marked by uncertainty and right now our nation is in a collective state of uncertainty: tariffs, government efficiency...
