by J.J. Schenkelberg, CFA | Jan 9, 2023 | Uncategorized
There’s really nothing that makes January that much different from any other month of the year. However, the start of a new year often makes us all take inventory of where we are and think about starting new goals. Whether you have business or personal goals, I...
by J.J. Schenkelberg, CFA | Jan 9, 2023 | Market Commentary, Market Performance
Happy New Year! Good riddance to 2022! There were many good parts of 202–extremely low unemployment, less mask wearing, higher home values and strong commodity returns. However, for the stock and bond markets as a whole, it was a bummer year and I think we are...
by J.J. Schenkelberg, CFA | Oct 18, 2022 | Uncategorized
Please join me in welcoming Amy Vance to the Schenkelberg Investments team. Amy will be a permanent member of the team filling the role of Director of Operations. Amy and I previously worked together for several years and I have the utmost trust and confidence in her...
by J.J. Schenkelberg, CFA | Oct 18, 2022 | Market Commentary, Market Performance
IndexThird Quarter 2022Year To-Date 2022S&P 500-5.3%-24.8%Dow Jones Industrial Average-6.7%-21.0%Russell 2000-2.5%-25.9% MSCI EAFE (International Index)-10.4%-27.2% Barclays Aggregate...
by J.J. Schenkelberg, CFA | Oct 18, 2022 | Market Commentary, Market Performance
Stock and bond markets have had a rough ride so far this year, to say the least. The number one influence on prices has been inflation. We are all feeling the effects of inflation, which is defined by www.investopedia.com as “a rise in prices, which can be translated...
