by J.J. Schenkelberg, CFA | Oct 15, 2021 | Market Commentary, Uncategorized
Does the phrase “climbing a wall of worry” sound familiar to you? In many years the stock market has continued to rise despite significant concerns in the economic or political environment. There are a lot of items causing investors to be concerned about current stock...
by J.J. Schenkelberg, CFA | Oct 15, 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 0.6% for the Third Quarter of 2021. S&P 500 performance was driven by strength in select stocks with large weights in the index. U.S. stocks outperformed...
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...
by J.J. Schenkelberg, CFA | Jan 10, 2021 | Financial Planning, Market Commentary, Market Performance
Goodbye 2020! New Year’s Day ushered in a whole new year and outlook. But, we already know that not much has changed so far in 2021. COVID-19 deaths continue to set records, many businesses stay closed and U.S. political turmoil is at its highest in decades. Humanity...
by J.J. Schenkelberg, CFA | Jan 10, 2021 | Financial Planning, Market Commentary
We are certainly living in interesting times. For some, it may increase concerns about investing. One of the primary lessons from 2020 is that we are all resilient. Adjusting to change isn’t easy, but somehow we all adapt. Evidence showsthat timing the market is a...
