{"id":6693,"date":"2023-04-10T11:37:21","date_gmt":"2023-04-10T16:37:21","guid":{"rendered":"https:\/\/schenkelberg.investments\/?p=6693"},"modified":"2023-04-10T11:37:39","modified_gmt":"2023-04-10T16:37:39","slug":"whats-happening-with-schenkelberg-investments-2","status":"publish","type":"post","link":"https:\/\/schenkelberg.investments\/?p=6693","title":{"rendered":"What&#8217;s Happening With Schenkelberg Investments?"},"content":{"rendered":"\n<p>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 firm hit a record level to end the First Quarter of 2023.<\/p>\n\n\n\n<p>The end of the First Quarter of 2023 finds the firm with the following key statistics:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>$30.7 million in assets<\/li>\n\n\n\n<li>208 accounts<\/li>\n\n\n\n<li>65 client relationships<\/li>\n<\/ul>\n\n\n\n<p>New clients, in addition to relatively attractive investment returns, helped contribute to firm success. It is a joy to see clients moving closer to their long-term financial goals. For everyone there is a constant balancing act of financial saving balanced with using the resources we all work so hard to earn to enjoy life. The proper balance of saving and spending is different for every client, and can change over time.<\/p>\n\n\n\n<p>As Schenkelberg Investments grows, it is also a balancing act of supporting clients through financial planning and investment management while managing the operations and technical aspects of a business. Not to mention the constant work\/life balancing act that we juggle when family is in the mix. There are two major items happening at the firm right now: Director of Operations and Audit.<\/p>\n\n\n\n<p><strong><u>Director of Operations<\/u><\/strong><\/p>\n\n\n\n<p>I hired Amy Vance as Director of Operations in August 2022 and we are starting to hit a stride. Her financial industry experience and expertise has been an invaluable asset the past six months. Amy is focusing on the following main areas: <strong><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Organization of processes and procedures<\/li>\n\n\n\n<li>Customer Relationship Management system management<\/li>\n\n\n\n<li>Organization of client reviews and requests<\/li>\n\n\n\n<li>Paperwork processing<\/li>\n\n\n\n<li>Daily service requests for clients<\/li>\n<\/ul>\n\n\n\n<p>Several emails are now coming from Amy, including delivery of this newsletter. This has freed me up to focus on client reviews\/communication, financial plans, investments and compliance.<\/p>\n\n\n\n<p><strong><u>Routine State Audit<\/u><\/strong><\/p>\n\n\n\n<p>Speaking of compliance, the firm is experiencing a routine audit by the&nbsp; Nebraska Department of Banking and Finance. This is a routine event that happens every 3-5 years. Lucky for us, it has fallen closer to the 5 year mark rather than 3 years.<\/p>\n\n\n\n<p>This is a time-consuming process, but also a huge opportunity to review our processes and make sure everything is ship shape with the business. Having another set of eyes to catch items and recommend improvements is just as valuable for a business as it is for all of us in our individual finances.<\/p>\n\n\n\n<p>It is very exciting to see these developments begin to take shape. Enhancements should prove to offer greater quality customer service. If you have any suggestions, please do not hesitate to share.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"457\" data-attachment-id=\"6694\" data-permalink=\"https:\/\/schenkelberg.investments\/?attachment_id=6694\" data-orig-file=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?fit=752%2C457&amp;ssl=1\" data-orig-size=\"752,457\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"image-4\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?fit=300%2C182&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?fit=752%2C457&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=752%2C457&#038;ssl=1\" alt=\"\" class=\"wp-image-6694\" srcset=\"https:\/\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png 752w, https:\/\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4-480x292.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 752px, 100vw\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 firm hit a record level to end the First Quarter of [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[119,106],"tags":[],"class_list":["post-6693","post","type-post","status-publish","format-standard","hentry","category-market-commentary","category-news"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7kXxe-1JX","jetpack-related-posts":[{"id":6866,"url":"https:\/\/schenkelberg.investments\/?p=6866","url_meta":{"origin":6693,"position":0},"title":"What\u2019s Happening With Schenkelberg Investments?","author":"J.J. Schenkelberg, CFA","date":"April 4, 2025","format":false,"excerpt":"Amy and I are excited for the growth that has occurred at Schenkelberg Investments. Opportunities to help clients meet financial needs and plan for the future continue to present themselves. We are constantly looking for ways we can more effectively and efficiently support families in their financial security and success.\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6925,"url":"https:\/\/schenkelberg.investments\/?p=6925","url_meta":{"origin":6693,"position":1},"title":"Schenkelberg Investments Ten Year Anniversary","author":"J.J. Schenkelberg, CFA","date":"April 6, 2026","format":false,"excerpt":"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 the books. If you had told me then\u2026","rel":"","context":"In &quot;News&quot;","block_context":{"text":"News","link":"https:\/\/schenkelberg.investments\/?cat=106"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2026\/04\/image.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2026\/04\/image.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2026\/04\/image.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6900,"url":"https:\/\/schenkelberg.investments\/?p=6900","url_meta":{"origin":6693,"position":2},"title":"Schenkelberg Investments, LLC \u2013 Independent RIA Structure","author":"J.J. Schenkelberg, CFA","date":"October 7, 2025","format":false,"excerpt":"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 Merrill Lynch, insurance companies like Northwestern Mutual, or independent registered investment\u2026","rel":"","context":"In &quot;News&quot;","block_context":{"text":"News","link":"https:\/\/schenkelberg.investments\/?cat=106"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/10\/image.png?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":6554,"url":"https:\/\/schenkelberg.investments\/?p=6554","url_meta":{"origin":6693,"position":3},"title":"Five-Year Anniversary","author":"J.J. Schenkelberg, CFA","date":"April 12, 2021","format":false,"excerpt":"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 first client account transferred. What\u2026","rel":"","context":"In &quot;Financial Planning&quot;","block_context":{"text":"Financial Planning","link":"https:\/\/schenkelberg.investments\/?cat=122"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2021\/04\/AUM-Chart-041221.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6596,"url":"https:\/\/schenkelberg.investments\/?p=6596","url_meta":{"origin":6693,"position":4},"title":"What&#8217;s Happening With Schenkelberg Investments?","author":"J.J. Schenkelberg, CFA","date":"January 12, 2022","format":false,"excerpt":"Where did 2021 go? They say life moves faster as we age. If the years continue to get faster, I am scared to blink. The past year has been a whirlwind of high school graduation, new college, new high school activities, work accomplishments, family trips and reconnecting with friends. Schenkelberg\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2022\/01\/AUM-123121.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6721,"url":"https:\/\/schenkelberg.investments\/?p=6721","url_meta":{"origin":6693,"position":5},"title":"U.S. Versus International","author":"J.J. Schenkelberg, CFA","date":"October 16, 2023","format":false,"excerpt":"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 outside the U.S. The International ETF return\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6693","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6693"}],"version-history":[{"count":1,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6693\/revisions"}],"predecessor-version":[{"id":6695,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6693\/revisions\/6695"}],"wp:attachment":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6693"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6693"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6693"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}