CKBlog

Wednesday, October 31, 2018

Timing versus Time Frame

They say “timing is everything.” Sure, when investing, getting the timing right when buying and selling a stock can make a huge difference in actual performance. But as we’ve previously written, timing the market is nearly impossible. It requires you to be right twice. You could have been a genius to sell out of stocks in 2007 prior to the financial crisis, but if you never “got back in,” were you really any good at market timing?

Read on: Timing versus Time Frame

Topic: Strategies

Monday, October 29, 2018

Value with Growth

There has been much talk recently about the possible shift from “growth” to “value” stocks during the recent market volatility. A review of why this may be happening is in order. Growth has worked better for the last several years. Value has worked better over a longer period of time. So what is an investor to do?

Read on: Value with Growth

Topic: Strategies

Thursday, August 02, 2018

Why Did This Deal Reach Me?

Part of our role for clients is to evaluate the private deals that come across our desks. Sometimes these reach us through a cold call or email, but they also arrive via our own network and in many cases, from our own clients. It takes an extremely high bar for these investments to make it into client portfolios.

Read on: Why Did This Deal Reach Me?

Topic: Strategies

Friday, May 18, 2018

What Mickey Mantle Taught Me About Value Investing

It’s been tough for value investors. Over the last ten years ending March 31, 2018, the S&P 500 Growth index outperformed the S&P 500 Value index by nearly 4% per year. Compounded annually, that’s a difference of nearly 90%! And this wouldn’t be the first time. This will change. Profits and retained earnings are what should matter over the long run.

Read on: What Mickey Mantle Taught Me About Value Investing

Topic: Strategies

Wednesday, May 09, 2018

Berkshire Hathaway Shareholder Meeting 2018: Buffett Prefers Discipline over IQ

Thousands flock to Omaha each year in search of a magical nugget, courtesy of Warren Buffett, that we can apply to our investment process and to our lives. And each year, we are reminded that the secret to successful investing is there is no secret.

Read on: Berkshire Hathaway Shareholder Meeting 2018: Buffett Prefers Discipline over IQ

Topic: Strategies

Thursday, April 05, 2018

Buy and Hold ... Stock Certificates?

We’ve all heard the stories. “Husband Finds $4.3 mln worth of Stock in Attic.” “Children Find Parents’ Treasure Trove of Stock Certificates in Basement.” We should all be so lucky. But what if this had less to do with luck and more to do with tried and true investment strategies? Can we learn something from these tales (other than it’s about time you visited Grandma and helped clean the attic)?

Read on: Buy and Hold ... Stock Certificates?

Topic: Strategies

Tuesday, February 27, 2018

“Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders

Steve Haberstroh’s takeaways on reading Warren Buffett’s letter to Berkshire Hathaway shareholders.

Read on: “Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders

Topic: Strategies

Thursday, November 16, 2017

The Family Bank

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?

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

Wednesday, October 11, 2017

Looking for Losses

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