Posts tagged fiduciary

Castle Wealth Management recommends this event to all clients. If you are a senior or the child of a senior, learning about fraud prevention is very important. The CFA Society South Florida presents “Money Smart Week – Investor Education and

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At the end of January, Equifax announced that it would extend to June 30 the deadline to freeze your credit account at no charge. Freezing your credit became a “must do” when Equifax announced last year that hackers had gained

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January 24, 2018


Despite an uninterrupted string of assaults on propriety, civilized discourse, and common courtesy during 2017, investors kept their bearings and maintained their focus on facts and fundamental developments such as corporate earnings.  The almost nine-year upsurge in markets continued through

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January 10, 2018


An invitation from our friends at Palm Beach’s Foundation for Women’s Cultural and Economic Literacy: DATE: Saturday, January 13, 2018 TIME: 2pm to 4pm LOCATION: Florida Atlantic University Theatre, 777 Glades Road, Boca Raton, FL 33431 PARKING: Garage II off

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Castle Wealth Management founder and managing member, Christina Worley, donated much needed funds to Kids Meals, Inc., an organization that delivers meals to the most vulnerable in Houston. “Most of these children eat their only meal of the day at

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