CKBlog

Wednesday, March 22, 2023

Why CastleKeep? Why Now?

Mike Benevento writes, “I found the perfect intersect of two professional motivations that I love most: investing and helping people.”

Read on: Why CastleKeep? Why Now?

Topic: Inside CastleKeep

Friday, March 10, 2023

Bank Stocks Swoon

The headlines told it all today. From the Wall Street Journal, “Banks Lose Billions in Value after Tech Lender Stumbles”. That tech lender, Silicon Valley Bank (SIVB), certainly stumbled—losing more than 60% of its value in today’s trading session and about 20% more in after-hours trading.

Read on: Bank Stocks Swoon

Topic: The Market

Sunday, February 26, 2023

CastleKeep Adds Industry Veteran Mike Benevento as Partner

CastleKeep Investment Advisors announced the addition of Mike Benevento as Partner.

Read on: CastleKeep Adds Industry Veteran Mike Benevento as Partner

Topic: Inside CastleKeep

Tuesday, February 21, 2023

CastleKeep Investment Advisors appoints Lauren Quesada as Partner

CastleKeep appoints Lauren Quesada as Partner.

Read on: CastleKeep Investment Advisors appoints Lauren Quesada as Partner

Topic: Inside CastleKeep

Tuesday, January 31, 2023

2022 Year in Review

In 2022, The S&P 500 Index dropped nearly 20%. The Bloomberg US Aggregate Bond Index dropped 13.01%. The 60/40 portfolio breakdown dropped 16%—the third-worst loss for that portfolio style since 1950. It is also the first time in history that both indexes had double-digit losses. The staggering losses bled out to other asset classes.

Read on: 2022 Year in Review

Topic: The Market

Friday, October 21, 2022

2022: An Unprecedented Year (thus far)

Investors virtually had nowhere to hide through the first three quarters of 2022. If you own a portfolio of stocks and bonds, it has been a painful year. Just hold on.

Read on: 2022: An Unprecedented Year (thus far)

Topic: The Market

Monday, July 25, 2022

2022 Semi-Annual Review

The good news and the bad news about the 2022 first six months for the S&P 500 Index.

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Topic: The Market

Wednesday, May 25, 2022

State of the Market Q&A

Thoughts on what to do in today’s market from the vantage point of 50 years of investing

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Topic: The Market

Wednesday, March 23, 2022

Bonds are Down More Than Stocks

Stocks are well off their all-time highs. Bonds should be higher right? Wrong.

Read on: Bonds are Down More Than Stocks

Topic: The Market

Thursday, February 24, 2022

The Ukraine Invasion

Times like these are why we believe CastleKeep clients are best served by diversified portfolios and a long-term approach.

Read on: The Ukraine Invasion

Topic: The Market