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 | Oct 7, 2025 | News
Schenkelberg Investments, LLC, is set up as an Independent Registered Investment Advisor (RIA). There are many ways investment and financial advisory services can be offered. Clients can work with financial advisors at banks like Wells Fargo, brokerage firms like...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary, Market Performance, News
At the end of 2023 I highlighted the dominance of the top 10 stocks in the S&P 500. It is worth revisiting this topic. These 10 stocks continue to dominate the S&P 500 on into 2024. So far in 2024, other major indices have not achieved nearly as strong returns...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, News
Looking at returns during different government configurations tells investors little about why markets or the economy performed the way they did, and give little indication of how this could play out in the future. The charts below highlight real GDP growth and...
by J.J. Schenkelberg, CFA | Apr 10, 2023 | Market Commentary, News
2022 was a less than enjoyable year from an investment return standpoint. However, overall we are off to a nice start in 2023. Business continued to grow at Schenkelberg Investments. Despite the drop in investment values the past year, assets under management at the...
