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 | Oct 7, 2025 | 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 8.4% for the third quarter of 2025. This move brought the index to another all-time high within the quarter. Large...
by J.J. Schenkelberg, CFA | Oct 7, 2025 | Uncategorized
Stocks hit all-time highs near the end of the third quarter. The S&P 500 Index ended the third quarter at 6,688, with a price to earnings ratio (P/E) of 22.8x. This is a lofty P/E compared to the 30-year average of 17.0x. However, it is not as high as the peak of...
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 11, 2025 | Technology
To more seamlessly maintain electronic delivery and move to the new on-line access site, the following steps must be followed between July 26 to July 31, 2025. If not followed during this time, clients will need to re-enroll for online access and will receive July...
by J.J. Schenkelberg, CFA | Jul 10, 2025 | 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 10.6% for the Second Quarter of 2025. This move brought the index around to an all-time high to end the quarter....
by J.J. Schenkelberg, CFA | Jul 10, 2025 | Market Commentary, Market Performance
The Standard and Poor’s 500 Index ended the second quarter of 2025 close to an all-time high. With stocks at high prices, conflict high in parts of the world and the U.S. political landscape polarized among families, neighbors and friends, it may seem like a difficult...
by J.J. Schenkelberg, CFA | Apr 4, 2025 | Uncategorized
IndexFirst Quarter 2025Year To-Date 2025S&P 500-4.6%-4.6%Dow Jones Industrial Average-1.3%-1.3%Russell 2000-9.8%-9.8% MSCI All Country World Index ex-US6.3%6.3% Aggregate Bond2.8%2.8%...
