CKBlog

Thursday, February 24, 2022

The Ukraine Invasion

Times like these are why we believe CastleKeep clients are best served by diversified portfolios and a long-term approach.

Read on: The Ukraine Invasion

Topic: The Market

Sunday, January 30, 2022

2021 Year in Review

The bull market in risk assets continued in 2021, led by oil, US stocks, and real estate. In fact, only US corporate bonds, emerging market stocks, and gold were down on the year.

Read on: 2021 Year in Review

Topic: The Market

Wednesday, July 28, 2021

2021 Semi-Annual Review: Hang On

We urge clients to remain invested, even during the darkest of times. This strategy has paid off over time, and the first half of 2021 has been no different.

Read on: 2021 Semi-Annual Review: Hang On

Topic: The Market

Wednesday, March 03, 2021

The S&P 500 Index is Underperforming Itself

If you’ve been a big believer in “just owning the [S&P 500] index,” make sure you know which one you own.

Read on: The S&P 500 Index is Underperforming Itself

Topic: The Market

Wednesday, February 17, 2021

Look Out for Outlooks 2021 Edition

It’s that time of year again where strategists are paraded on TV to share their predictions for the market in 2021. Ignore them. Here’s why.

Read on: Look Out for Outlooks 2021 Edition

Topic: The Market

Saturday, January 30, 2021

GameStop Nonstop

A wild ride for GameStop—but what is really going on?

Read on: GameStop Nonstop

Topic: The Market

Thursday, January 28, 2021

SPAC Attack

SPACs are all the rage. So what are they, and why all the hype?

Read on: SPAC Attack

Topic: The Market

Wednesday, January 20, 2021

2020 Year in Review

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

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

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