CKBlog


Wednesday, January 20, 2021

2020 Year in Review

by The CastleKeep Team

Everything happened in 2020. If you were confused in 2020, you weren’t alone.

Read on: 2020 Year in Review

Topic: The Market

 


Monday, December 21, 2020

You Just Bought Tesla

by Steve Haberstroh, Partner

If you own an S&P 500 Index fund, you just bought Tesla.

Read on: You Just Bought Tesla

Topic: The Market

 


Thursday, December 10, 2020

COVID Conversion

by Steve Haberstroh, Partner

If your income was lower this year due to COVID-19 (or any other reason), this may be a unique opportunity to take advantage of a Roth Conversion.

Read on: COVID Conversion

Topic: Financial Planning

 


Sunday, November 08, 2020

Election Reaction

by Steve Haberstroh, Partner

Record COVID-19 cases globally. A contested election. A potential Democrat sweep. What does the stock market do?

Read on: Election Reaction

Topic: The Market

 


Friday, October 16, 2020

Election Deflection

by Steve Haberstroh, Partner

Tensions surrounding the upcoming Presidential and Congressional elections are increasing. Investors are concerned. But, the stock market isn’t political. The market doesn’t operate in a voting booth; stocks are executed on a trading floor ...

Read on: Election Deflection

Topic: The Market

 


Tuesday, September 29, 2020

Mega Tough to Play Microsoft

by Steve Haberstroh, Partner

If you find yourself buying stocks because your friends have made money in them or you want to sell a good business which stock has languished, take a look at Microsoft’s two-faced, two-decade run.

Read on: Mega Tough to Play Microsoft

Topic: The Market

 


Wednesday, July 22, 2020

2020 Semi-Annual Review: A Tale of Two Quarters

by The CastleKeep Team

We end the analytic portion of our review by reminding you that it pays to hold on. So, thank you for doing just that, especially during the most volatile and perhaps scariest six months some of us can remember.

Read on: 2020 Semi-Annual Review: A Tale of Two Quarters

Topic: The Market

 


Thursday, June 11, 2020

In Recession

by Steve Haberstroh, Partner

We’re in a recession. So do we buy or sell now, or what?

Read on: In Recession

Topic: The Market

 


Wednesday, April 15, 2020

The Longest Quarter

by The CastleKeep Team

We started our 2019 Annual Review letter with “Everything Worked.” The opposite was true in the first quarter of 2020. Nothing worked. It was very ugly and it happened so fast.

Read on: The Longest Quarter

Topic: The Market

 


Thursday, March 26, 2020

Three Million Jobs Lost

by Steve Haberstroh, Partner

As I type this, the S&P 500 Index is up 3% to 4%. More than three million people lost their job last week! How on earth is this possible?

Read on: Three Million Jobs Lost

Topic: The Market

 

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