CKBlog


Tuesday, September 10, 2019

Economists are Usually Wrong

by Steve Haberstroh, Partner

Economists are increasingly calling for a recession. Is this reason to worry? Should we run for the hills? Do economists know what they are talking about?

Read on: Economists are Usually Wrong

Topic: Strategies

 


Thursday, September 05, 2019

The Family Bank 2019

by Steve Haberstroh, Partner

Many wealthy families are increasingly looking to family members to help finance a home or new business venture. Going into business with family certainly can be tricky but if you have a good relationship with a wealthy family member, such loans may make sense.

Read on: The Family Bank 2019

Topic: Strategies

 


Tuesday, August 27, 2019

Don’t Let The Inverted Yield Curve Invert Your Investment Plan

by Steve Haberstroh, Partner

Recent headlines about the “Yield Curve Inversion” might make you panic. Before you panic, find out what an Inverted Yield Curve is and what it means.

Read on: Don’t Let The Inverted Yield Curve Invert Your Investment Plan

Topic: Strategies

 


Monday, May 06, 2019

Berkshire Meeting Notes

by Steve Haberstroh, Partner

Markets change. Politics change. But each year, Warren Buffett and Vice Chairman Charlie Munger stay on message and remind us to tune out the considerable static, do our homework, and act with conviction when the odds are in our favor.

Read on: Berkshire Meeting Notes

Topic: Strategies

 


Monday, February 25, 2019

“Steve’s Notes” on Buffett’s 2018 Letter to Shareholders

by Steve Haberstroh, Partner

It was another good one. Clear, concise, folksy, patriotic, and included a dig on the financial services industry. Classic Buffett.  Each year, Mr. Buffett reminds us and inspires us to keep it simple and stay the course.

Read on: “Steve’s Notes” on Buffett’s 2018 Letter to Shareholders

Topic: Strategies

 


Friday, February 01, 2019

Do Good. Own Real Estate. And Save Taxes? A Primer on Opportunity Funds.

by Steve Haberstroh, Partner

When news began circulating about a legal way to both invest in real estate AND substantially reduce long-term capital gains taxes, we were all ears. Here’s what we learned.

Read on: Do Good. Own Real Estate. And Save Taxes? A Primer on Opportunity Funds.

Topic: Strategies

 

Look Out for Outlooks 2019 Edition

by Steve Haberstroh, Partner

It’s very difficult to successfully predict the future. Whether your expertise is in elections, the weather, or financial markets, if your profession requires you to make predictions, then your profession requires you to be wrong most of the time.

Read on: Look Out for Outlooks 2019 Edition

Topic: The Market

 


Friday, January 25, 2019

2018 Market Review

by The CastleKeep Team

2018 reminded investors that equity markets are unpredictable and volatile. As they should be. Otherwise, why should we expect 8-10% returns per year over the long run?

Read on: 2018 Market Review

Topic: The Market

 


Monday, December 17, 2018

A Worthless Millionaire

by Steve Haberstroh, Partner

Inflation is real and may be the single most destructive force to impact your quality of life during retirement. If it accelerates, you will want to work with a professional who has real-world experience with its effects.

Read on: A Worthless Millionaire

Topic: Strategies

 


Wednesday, October 31, 2018

Timing versus Time Frame

by Steve Haberstroh, Partner

They say “timing is everything.” Sure, when investing, getting the timing right when buying and selling a stock can make a huge difference in actual performance. But as we’ve previously written, timing the market is nearly impossible. It requires you to be right twice. You could have been a genius to sell out of stocks in 2007 prior to the financial crisis, but if you never “got back in,” were you really any good at market timing?

Read on: Timing versus Time Frame

Topic: Strategies

 

Pages:  1 2 3 >  Last ›