Summary of Market Performance Second Quarter Ended June 30, 2021 U.S. Equity Investment Environment Despite inflation concerns and uncertainty over the future course of the Fed’s stimulus efforts, stocks continued higher as the S&P 500 recorded five new monthly closing highs in a row. The S&P 500 rose 8.6% in the quarter, ticking its fifth […]
Category: Blog
Should I have a Joint or Separate Trust If I’m Married?
If you and your spouse are considering setting up a trust to manage and protect your family’s assets for future generations, you should consult with an estate planning attorney to gain a full understanding of your options. One choice you will be faced with is to create individual trusts for each of you or a […]
2021 Q1 Client Letter
Summary of Market Performance First Quarter Ended March 31, 2021 U.S. Equity Investment Environment Supported by momentum in COVID-19 vaccinations, aggressive monetary and fiscal policies and expectations for a strong economic recovery, stocks moved higher in the first quarter. In a dramatic reversal of last year’s outperformance by mega-cap growth stocks, the first quarter’s leaders […]
WPTV 5 Financial Q&A
See Castle Wealth Management’s Christina Worley on the WPTV 5 Financial Q&A: How to Spend Your Stimulus Check
The Effect of Retirement Income on Your 2021 Medicare Premiums [And How to Save]
All of your life, everyone has advised you to save your money – as much as you possibly could! It started when you were little with just a piggy bank and some coins. Later, those savings became the source of your income during retirement with IRAs, 401(k)s, interest-bearing savings accounts, and stock market investments. But […]