CKBlog
Monday, February 12, 2024
But We’re at All-Time Highs
by Steve Haberstroh, Partner
When markets are at all-time highs, investors tend to be cautious about putting more capital to work. Have you caught yourself saying something like this recently? “I know I should invest more, but we’re at all-time highs ... “
Read on: But We’re at All-Time Highs
Topic: The Market
Tuesday, January 23, 2024
2023 Year in Review
by The CastleKeep Team
With all of this uncertainty, why wouldn’t I just hold cash and earn my 4ish percent with no risk? If you rewind 12 months, this question seemed reasonable. Investing in “risk” assets felt too risky at the time for many ...
Read on: 2023 Year in Review
Topic: The Market
Monday, December 04, 2023
The Sine Wave of Life
by Mike Benevento, Partner
Sine waves take turns. That’s why we need strong financial partners.
Read on: The Sine Wave of Life
Topic: Financial Planning
Friday, September 22, 2023
Sophisticated Investing is a Mindset
by Mike Benevento, Partner
My job starts and ends with understanding the personal goals of the client and delivering financial solutions to drive those outcomes—then the willingness to be flexible as market or client dynamics change.
Read on: Sophisticated Investing is a Mindset
Topic: Strategies
Tuesday, July 18, 2023
Risk Reversal: 2023 Semi-Annual Review
by The CastleKeep Team
If last year was described as “risk off,” this year can be described as “risk on”—at least through the first half of 2023. It likely caught many market participants off guard.
Read on: Risk Reversal: 2023 Semi-Annual Review
Topic: The Market
Monday, July 03, 2023
Who Are Our Clients?
by Mike Benevento, Partner
Our North Star has always been to provide world class, independent, unbiased investment advice to select families. That starts and ends with service.
Read on: Who Are Our Clients?
Topic: Inside CastleKeep
Tuesday, May 09, 2023
My Pilgrimage Back to Gabelli, Buffett, and Value Investing
by Mike Benevento, Partner
Mike Benevento traveled to the Berkshire Hathaway annual meeting, the “Woodstock for Capitalists.” Here’s his write-up.
Read on: My Pilgrimage Back to Gabelli, Buffett, and Value Investing
Topic: Strategies
Wednesday, March 22, 2023
Why CastleKeep? Why Now?
by Mike Benevento, Partner
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
by Charlie Haberstroh, CEO & CIO
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
by Charlie Haberstroh, CEO & CIO
CastleKeep Investment Advisors announced the addition of Mike Benevento as Partner.
Read on: CastleKeep Adds Industry Veteran Mike Benevento as Partner
Topic: Inside CastleKeep
Pages: 1 2 3 > Last ›