CKBlog


Thursday, April 05, 2018

Buy and Hold ... Stock Certificates?

by Steve Haberstroh, Partner

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

by Steve Haberstroh, Partner

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: The Market

 


Wednesday, February 14, 2018

Is it Time to Break Up with the S&P?

by Steve Haberstroh, Partner

Many of you out there have committed nearly 100% of your investable assets to the S&P 500 index or have been contemplating doing just that. Given the recent correction (we officially hit a 10% sell-off in the index), on this Valentine’s Day, I ask “should you break up with the S&P?”

Read on: Is it Time to Break Up with the S&P?

Topic: The Market

 


Friday, January 19, 2018

2017 Market Review

by Charlie Haberstroh, CEO & CIO

Notes from our CIO on the Market in 2017, and some things to consider in 2018.

Read on: 2017 Market Review

Topic: The Market

 


Wednesday, January 17, 2018

Look Out for Outlooks!

by Steve Haberstroh, Partner

Look Out, the 2018 Financial Outlooks are out!

Outlooks are rarely accurate. It is impossible to successfully and consistently predict the outcomes of the financial markets, especially in the near term. 2017 is a perfect example of why the markets have the habit of proving prognosticators wrong.

Read on: Look Out for Outlooks!

Topic: The Market

 


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 & 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 & 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

 

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