by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
The S&P 500, an index of large U.S. companies, posted a total return of -3.7% for the Third Quarter of 2023. Large U.S. stocks outperformed international for the quarter as measured by the iShares MSCI ACWI ex-US ETF, a representation of international stocks...
by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
Interest rates have increased sharply the past several years. It’s hard to escape this news. Everyone on the street seems aware of higher mortgage rates, and they are starting to recognize how rising interest rates are changing savings rates at the bank. It’s one...
by J.J. Schenkelberg, CFA | Oct 16, 2023 | Market Commentary, Market Performance
Standard & Poor’s 500 Index total return for the Third Quarter of 2023 was negative (-3.3% according to J.P. Morgan). We haven’t experienced a negative quarter since Third Quarter 2022. We have seen some drastic ups and downs in market performance the past couple...
by J.J. Schenkelberg, CFA | Jul 10, 2023 | Market Commentary
IndexSecond Quarter 2023Year To-Date 2023S&P 5008.3%15.9%Dow Jones Industrial Average3.4%3.8%Russell 20004.8%7.2% MSCI All Country World Index ETF2.6%10.0% Barclays Aggregate Bond-0.9%2.3%...
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 10, 2023 | Market Commentary, Market Performance
IndexFirst Quarter 2023Year To-Date 2023S&P 5007.0%7.0%Dow Jones Industrial Average0.4%0.4%Russell 20002.3%2.3% MSCI All Country World Index ETF7.2%7.2% Barclays Aggregate Bond3.3%3.3%...
by J.J. Schenkelberg, CFA | Apr 10, 2023 | Market Commentary, News
2022 was a less than enjoyable year from an investment return standpoint. However, overall we are off to a nice start in 2023. Business continued to grow at Schenkelberg Investments. Despite the drop in investment values the past year, assets under management at the...
by J.J. Schenkelberg, CFA | Apr 10, 2023 | Market Commentary, Market Performance
It may not feel like it, but stocks have made a strong comeback since the end of the third quarter of 2022. Despite issues with Silicon Valley Bank and other news items that have roiled the front pages the past couple months, stocks continued to recover nicely from...
by J.J. Schenkelberg, CFA | Jan 10, 2023 | Market Commentary
IndexFourth Quarter 2022Year To-Date 2022S&P 5007.1%-19.5%Dow Jones Industrial Average15.3%-8.8%Russell 20005.8%-21.6% MSCI EAFE (International Index)17.7%-14.4% Barclays Aggregate...
by J.J. Schenkelberg, CFA | Jan 9, 2023 | Uncategorized
There’s really nothing that makes January that much different from any other month of the year. However, the start of a new year often makes us all take inventory of where we are and think about starting new goals. Whether you have business or personal goals, I...
