CKBlog
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
Tuesday, February 21, 2023
CastleKeep Investment Advisors appoints Lauren Quesada as Partner
by Charlie Haberstroh, CEO & CIO
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
by The CastleKeep Team
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)
by The CastleKeep Team
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
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