CKBlog
Friday, December 08, 2017
Bitcoin, FOMO, and the Greater Fool
by Steve Haberstroh, Partner
Over the last several weeks, I’ve fielded many inquiries about Bitcoin. “What is Bitcoin?” “Should I invest?” “How do I invest?” “Am I too late?” I have many conversations about Bitcoin with some of the smartest people I know who are also trying to figure this out. It’s starting to reach a fever pitch. What to do?
Read on: Bitcoin, FOMO, and the Greater Fool
Topic: The Market
Thursday, November 16, 2017
The Family Bank
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. In order to pass muster with the IRS, though, family loans must contain a promissory note, must spell out a fixed repayment schedule, and must comply with Applicable Federal Tax Rates(AFRs) per IRS guidelines.
Read on: The Family Bank
Topic: Strategies
Thursday, November 02, 2017
If Your Advisor Retires, Where Does That Leave You?
by Steve Haberstroh, Partner
Is your financial advisor going to retire before you do? Ernst & Young says most financial advisors are aged 50-plus. Then consider CastleKeep: a multigenerational team set up to provide advice for generations.
Read on: If Your Advisor Retires, Where Does That Leave You?
Topic: Strategies
Thursday, October 19, 2017
NEWS: CastleKeep Adds Two Partners and Promotes VP of Investments
by Charlie Haberstroh, CEO & CIO
CastleKeep Investment Advisors LLC, a family-owned Registered Investment Advisor (RIA) based in Westport, CT announces the addition of two partners and the promotion of VP of Investments. The announcement builds upon the company’s commitment to deliver world-class wealth management solutions to existing and future generations of clients.
Read on: NEWS: CastleKeep Adds Two Partners and Promotes VP of Investments
Topic: Inside CastleKeep
Black Monday
by Steve Haberstroh, Partner
What would’ve happened to a $10,000 investment made on Black Monday if you’d just left it in the market for the next 30 years?
Read on: Black Monday
Topic: The Market
Wednesday, October 11, 2017
Looking for Losses
by Steve Haberstroh, Partner
Summer has come and gone in the U.S. Fall is here. So while many people are excited about this year’s harvest at the local apple orchard, here at CastleKeep we’re focused on a different kind of harvest: tax losses. Yes, it may sound peculiar, but we are currently looking for losses in our client portfolios. And you should be too.
Read on: Looking for Losses
Topic: Strategies
Friday, October 06, 2017
The Dark Side of the Fiduciary Rule
by Steve Haberstroh, Partner
The Department of Labor has plans to implement the “Fiduciary Rule.” What does it mean, and how might it affect your investment portfolio?
Read on: The Dark Side of the Fiduciary Rule
Topic: Standards
Wednesday, August 30, 2017
Warren Buffett Turns 87 Today
by Steve Haberstroh, Partner
The Oracle of Omaha turns 87 today—an impressive accomplishment for anyone. But all the more impressive that he still runs a “Fortune 5” (yes, that’s a five) company and does so with the energy and wit of a person half his age.
Read on: Warren Buffett Turns 87 Today
Topic: Standards
Monday, July 31, 2017
2017 Semi-Annual Review
by Charlie Haberstroh, CEO & CIO
If someone stood before you on December 31, 2016 and told you that by June 30th, 2017 the S&P 500 Index would be up +9.34% including dividends, you’d likely have assumed that the Trump administration accomplished several key aspects of their “Pro Business” agenda. You might have expected that major tax reforms were passed, regulations were slashed, an infrastructure bill was moving through Congress and a reasonable solution to the Affordable Health Care Act was achieved. You’d be wrong.
In fact, despite the stalemate and dysfunction in Washington, D.C., the S&P 500 Index is up +14.74% since Trump was elected through June 30th 2017. So if the US stock market performance cannot be attributed pro-business legislation, what can we point to?
Read on: 2017 Semi-Annual Review
Topic: The Market
Friday, May 12, 2017
Warren Buffett Responded
by Steve Haberstroh, Partner
Back in February, I wrote a piece in reaction to Warren Buffett’s discussion on hedge fund and investment management fees in his latest Annual Letter to Shareholders. The heart of my post was that yes, many hedge fund and investment managers are not worth the fees they charge, but much like how Buffett relies on his Co-Chairman Charlie Munger for financial advice, surely, the average investor can receive value when paying for financial advice and expertise. My final post ended, “So would Buffett be willing to pay his ‘advisor,’ Charlie Munger, 1% per year to help him manage large and impactful investment decisions? I’m willing to wager he’d say ‘yes.’”
Well, at the Berkshire Annual meeting this year, I won my wager ...
Read on: Warren Buffett Responded
Topic: Strategies
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