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 | Jul 6, 2021 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 8.2% for the Second Quarter of 2021. This performance almost matched the first quarter for a year-to-date return of 14.4%. U.S. stocks outperformed international...
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...
by J.J. Schenkelberg, CFA | Apr 12, 2021 | Financial Planning, Market Commentary, Market Performance
Major stock market indices are hitting all-time high prices. There are many reasons for this continued rise in prices; some of the primary ones include: Economic recovery following the COVID related slowdown in 2020.Low interest rates drive more money toward stocks,...
by J.J. Schenkelberg, CFA | Apr 12, 2021 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 8.1% for the First Quarter of 2021. U.S. stocks outperformed international for the quarter as measured by the iShares MSCI EAFE ETF, a representation of international...
