In this fourth-quarter summary, we review the key market highlights of the quarter, discussing factors that contributed to the performance of U.S. and international equities, fixed income, and commodities. Actions by the Federal Reserve to shift monetary policy late in the year along with the dramatic performance of the “Magnificent Seven” was the icing on the cake for 2023.
Category: Castle Wealth Management
Summary of Market Performance Third Quarter Ended September 30, 2023
U.S. Equity Investment Environment U.S. equity markets saw consecutive declines in August and September as investors grappled with ongoing inflation, fear of a government shutdown, rising interest rates, and the potential for a “higher-for-longer” rate environment. The S&P 500 experienced a disappointing quarter falling 3.3%, though remains up 13.1% year to date due to the […]
Castle Wealth Management on COVID-19
At Castle Wealth Management, we recognize the ongoing and increased uncertainty that COVID-19 is causing in our area. Our highest priority is the safety and wellbeing of our clients, partners and colleagues. As the situation continues to evolve, we are taking steps to ensure our approach is consistent with the guidance provided by The World […]
Health Savings Accounts (HSA) Offer Triple Tax Advantage
Financial experts agree an HSA may be the smartest addition to your retirement savings plan. So are you taking advantage of one? A health savings account (HSA) is often overshadowed by 401(k)s and IRAs when it comes to retirement planning. But an HSA could be the secret you need to maximize your retirement savings if […]
Event: Practical Ways to Safeguard Your Credit
On Monday, October 23, 2017 from 5pm to 6pm at Bice Restaurant in Palm Beach, the Foundation for Women’s Cultural and Economic Literacy together with Castle Wealth Management are pleased to present a program to address the recent news that Equifax’s database has been hacked. Equifax, the oldest and one of the largest U.S.-based consumer […]