CKBlog
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
Monday, July 25, 2022
2022 Semi-Annual Review
by The CastleKeep Team
The good news and the bad news about the 2022 first six months for the S&P 500 Index.
Read on: 2022 Semi-Annual Review
Topic: The Market
Wednesday, May 25, 2022
State of the Market Q&A
by Charlie Haberstroh, CEO & CIO
Thoughts on what to do in today’s market from the vantage point of 50 years of investing
Read on: State of the Market Q&A
Topic: The Market
Wednesday, March 23, 2022
Bonds are Down More Than Stocks
by Steve Haberstroh, Partner
Stocks are well off their all-time highs. Bonds should be higher right? Wrong.
Read on: Bonds are Down More Than Stocks
Topic: The Market
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