CKBlog: The Market
Wednesday, October 02, 2024
2024 Presidential Election and Market Volatility
by Steve Haberstroh, Partner
Which candidate will be better for the economy? Should I change my investment strategy based on who wins? Does it really make a difference?
Read on: 2024 Presidential Election and Market Volatility
Monday, August 05, 2024
August Sell-Off
by Steve Haberstroh, Partner
The stock market has gotten jittery. Is this abnormal? Far from it.
Read on: August Sell-Off
Tuesday, July 23, 2024
2024 Semi-Annual Review
by The CastleKeep Team
Short-term investment objectives require a more nuanced approach. But if your objective is to build wealth over the long-term, it has always paid to stay the course.
Read on: 2024 Semi-Annual Review
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
Sunday, November 08, 2020
Election Reaction
by Steve Haberstroh, Partner
Record COVID-19 cases globally. A contested election. A potential Democrat sweep. What does the stock market do?
Read on: Election Reaction
Friday, October 16, 2020
Election Deflection
by Steve Haberstroh, Partner
Tensions surrounding the upcoming Presidential and Congressional elections are increasing. Investors are concerned. But, the stock market isn’t political. The market doesn’t operate in a voting booth; stocks are executed on a trading floor ...
Read on: Election Deflection
Tuesday, September 29, 2020
Mega Tough to Play Microsoft
by Steve Haberstroh, Partner
If you find yourself buying stocks because your friends have made money in them or you want to sell a good business which stock has languished, take a look at Microsoft’s two-faced, two-decade run.
Read on: Mega Tough to Play Microsoft
Wednesday, July 22, 2020
2020 Semi-Annual Review: A Tale of Two Quarters
by The CastleKeep Team
We end the analytic portion of our review by reminding you that it pays to hold on. So, thank you for doing just that, especially during the most volatile and perhaps scariest six months some of us can remember.