CKBlog

Friday, September 22, 2023

Sophisticated Investing is a Mindset

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

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?

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

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?

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