Wednesday, March 03, 2021

The S&P 500 Index is Underperforming Itself

by Steve Haberstroh, Partner

If you’ve been a big believer in “just owning the [S&P 500] index,” make sure you know which one you own.

Read on: The S&P 500 Index is Underperforming Itself

Topic: The Market


Wednesday, February 17, 2021

Look Out for Outlooks 2021 Edition

by Steve Haberstroh, Partner

It’s that time of year again where strategists are paraded on TV to share their predictions for the market in 2021. Ignore them. Here’s why.

Read on: Look Out for Outlooks 2021 Edition

Topic: The Market


Saturday, January 30, 2021

GameStop Nonstop

by Steve Haberstroh, Partner

A wild ride for GameStop—but what is really going on?

Read on: GameStop Nonstop

Topic: The Market


Thursday, January 28, 2021

SPAC Attack

by Steve Haberstroh, Partner

SPACs are all the rage. So what are they, and why all the hype?

Read on: SPAC Attack

Topic: The Market


Wednesday, January 20, 2021

2020 Year in Review

by The CastleKeep Team

Everything happened in 2020. If you were confused in 2020, you weren’t alone.

Read on: 2020 Year in Review

Topic: The Market


Monday, December 21, 2020

You Just Bought Tesla

by Steve Haberstroh, Partner

If you own an S&P 500 Index fund, you just bought Tesla.

Read on: You Just Bought Tesla

Topic: The Market


Thursday, December 10, 2020

COVID Conversion

by Steve Haberstroh, Partner

If your income was lower this year due to COVID-19 (or any other reason), this may be a unique opportunity to take advantage of a Roth Conversion.

Read on: COVID Conversion

Topic: Financial Planning


Sunday, November 08, 2020

Election Reaction

by Steve Haberstroh, Partner

Record COVID-19 cases globally. A contested election. A potential Democrat sweep. What does the stock market do?

Read on: Election Reaction

Topic: The Market


Friday, October 16, 2020

Election Deflection

by Steve Haberstroh, Partner

Tensions surrounding the upcoming Presidential and Congressional elections are increasing. Investors are concerned. But, the stock market isn’t political. The market doesn’t operate in a voting booth; stocks are executed on a trading floor ...

Read on: Election Deflection

Topic: The Market


Tuesday, September 29, 2020

Mega Tough to Play Microsoft

by Steve Haberstroh, Partner

If you find yourself buying stocks because your friends have made money in them or you want to sell a good business which stock has languished, take a look at Microsoft’s two-faced, two-decade run.

Read on: Mega Tough to Play Microsoft

Topic: The Market


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