by J.J. Schenkelberg, CFA | Jul 6, 2026 | Market Commentary, Market Performance
U.S. Versus International The S&P 500 Index, an index of large U.S. companies, posted a price return of 14.9% for the Second Quarter of 2026. Large U.S. stocks outperformed international for the quarter as measured by the iShares MSCI ACWI ex-US Index, a...
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 | Apr 6, 2026 | 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 -4.6% for the first quarter of 2026. Large U.S. stocks underperformed international for the quarter as measured by...
by J.J. Schenkelberg, CFA | Apr 6, 2026 | Market Commentary, Market Performance
Almost one year ago to the day of the market high in February 2026, the market began a decline and volatility prompted by “Liberation Day.” The Wall Street Journal reported on April 2, 2026, that a year ago “stocks came within a whisker of a new bear market,...
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 | 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...
