by J.J. Schenkelberg, CFA | Jul 6, 2026 | Financial Planning, Market Commentary, Market Performance
It is easy to get used to the market going up and up. The second quarter of 2026 was no exception. Several notable accomplishments were noted by Business Insider on July 1, 2026 as achievements for the quarter, including: The S&P 500 and NASDAQ 100 had their best...
by J.J. Schenkelberg, CFA | Jul 6, 2026 | Financial Planning, News
Every printed Schenkelberg Investments newsletter and business card contains the same four key words that define the mission of our firm: Integrity, Experience, Empathy and Fiduciary. After 10 years these four pillars continue to be the guiding light for how we...
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...
by J.J. Schenkelberg, CFA | Jan 5, 2026 | Financial Planning, Market Commentary, Market Performance
A Roth IRA (Individual Retirement Account) conversion involves moving funds from a traditional IRA or other eligible retirement account into a Roth IRA. Income taxes must be paid at the time of conversion, but once the funds are in the Roth IRA they may grow and be...
by J.J. Schenkelberg, CFA | Jan 9, 2025 | Financial Planning, Market Commentary, Market Performance
There is a national commercial playing now where a kid asks the adults, “What is the economy?” The adults stumble a little on its definition and the kid finally says, “I’ll look it up.” This commercial always makes me smile. We hear news about the economy all the...
