by J.J. Schenkelberg, CFA | Jan 5, 2024 | Financial Planning, Market Commentary, Market Performance
It is safe to look at your investment account statements again. 2023 was a very strong year for stocks. Especially when measured by the Standard and Poor’s 500 Index(S&P 500). The S&P 500 Index had a total return of 26.2% for the full year. Other major indices...
by J.J. Schenkelberg, CFA | Jul 10, 2023 | Financial Planning, Market Commentary
Graduating college and starting the first full time job brings many changes. Adulting can be hard, they say. But also very exciting. The first full time job comes with many decisions: health care benefits, retirement plan benefits and paying bills on your own¾to name...
by J.J. Schenkelberg, CFA | Apr 12, 2022 | Financial Planning
The first step in every good financial plan is an emergency fund. It doesn’t matter whether you have a net worth that is negative or over $10 million. An emergency fund is a set amount that is designed to handle unexpected expenses or events. It can also be viewed as...
by J.J. Schenkelberg, CFA | Jul 6, 2021 | Financial Planning, Market Commentary, Market Performance
In past newsletters I talked a lot about valuing stocks as a combination of owning investments that have quality financials with growth opportunity coupled with a price we are willing to pay. Are the financials of the investment attractive enough to buy and are we...
by J.J. Schenkelberg, CFA | Jul 6, 2021 | Financial Planning, Market Commentary, Market Performance
Most investors are focused on liquid investments such as stocks, bonds and commodities. Inflation can have a significant impact on each of these investments in slightly different ways. The bottom line, however, is that investors are better off in these investments...
by J.J. Schenkelberg, CFA | Apr 12, 2021 | Financial Planning, Market Commentary, Market Performance
Schenkelberg Investments, LLC, is officially five years old in April. In April 2016 the LLC was approved by the state of Nebraska. Following this approval, the Registered Investment Advisory and operations were set up to take on the first client. On May 24, 2016, the...
