CKBlog
Monday, February 12, 2024
But We’re at All-Time Highs
by Steve Haberstroh, Partner
When markets are at all-time highs, investors tend to be cautious about putting more capital to work. Have you caught yourself saying something like this recently? “I know I should invest more, but we’re at all-time highs ... “
Read on: But We’re at All-Time Highs
Topic: The Market
Tuesday, January 23, 2024
2023 Year in Review
by The CastleKeep Team
With all of this uncertainty, why wouldn’t I just hold cash and earn my 4ish percent with no risk? If you rewind 12 months, this question seemed reasonable. Investing in “risk” assets felt too risky at the time for many ...
Read on: 2023 Year in Review
Topic: The Market
Tuesday, July 18, 2023
Risk Reversal: 2023 Semi-Annual Review
by The CastleKeep Team
If last year was described as “risk off,” this year can be described as “risk on”—at least through the first half of 2023. It likely caught many market participants off guard.
Read on: Risk Reversal: 2023 Semi-Annual Review
Topic: The Market
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
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
Pages: 1 2 3 > Last ›