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


Wednesday, October 11, 2017

Looking for Losses

by Steve Haberstroh, Partner

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


Friday, October 06, 2017

The Dark Side of the Fiduciary Rule

by Steve Haberstroh, Partner

The Department of Labor has plans to implement the “Fiduciary Rule.” What does it mean, and how might it affect your investment portfolio?

Read on: The Dark Side of the Fiduciary Rule

Topic: Standards


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