CKBlog

Wednesday, October 02, 2024

2024 Presidential Election and Market Volatility

Which candidate will be better for the economy? Should I change my investment strategy based on who wins? Does it really make a difference?

Read on: 2024 Presidential Election and Market Volatility

Topic: The Market

Monday, August 05, 2024

August Sell-Off

The stock market has gotten jittery. Is this abnormal? Far from it.

Read on: August Sell-Off

Topic: The Market

Tuesday, July 23, 2024

2024 Semi-Annual Review

Short-term investment objectives require a more nuanced approach. But if your objective is to build wealth over the long-term, it has always paid to stay the course.

Read on: 2024 Semi-Annual Review

Topic: The Market

Monday, February 12, 2024

But We’re at All-Time Highs

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

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

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

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

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