CKBlog
Thursday, February 24, 2022
The Ukraine Invasion
by Charlie Haberstroh, CEO & CIO
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
by Steve Haberstroh, Partner
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
by The CastleKeep Team
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
by Steve Haberstroh, Partner
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
by Steve Haberstroh, Partner
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
by Steve Haberstroh, Partner
A wild ride for GameStop—but what is really going on?
Read on: GameStop Nonstop
Topic: The Market
Thursday, January 28, 2021
SPAC Attack
by Steve Haberstroh, Partner
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
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
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