by J.J. Schenkelberg, CFA | Jan 5, 2024 | Market Commentary, Uncategorized
The turn of a new year often coincides with new resolutions and potential new starts. These changes sometimes stick and sometimes don’t. But, there are some changes that are certain for the new year. Those are changes made by the IRS. The IRS makes some changes each...
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 | 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 | Jul 7, 2022 | Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -16.5% for the Second Quarter of 2022. U.S. stocks marginally outperformed international again for the quarter as measured by the iShares MSCI EAFE ETF, a...
by J.J. Schenkelberg, CFA | Jul 7, 2022 | Uncategorized
By Michela Torczon Earl Nightingale said, “We become what we think about.” Many others throughout history, as well as the latest neuroscientific research, echo the accuracy of this statement. The same is true with our finances. How we think about money determines the...
by J.J. Schenkelberg, CFA | Jul 7, 2022 | Uncategorized
I love flying! The first time I was on an airplane was before the age of one. At one point in my career I was travelling monthly. As much as I’ve flown, that feeling when the airplane wheels leave the ground and the plane lifts into the air is magical. There’s...
