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

 

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