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 […]
Category: Blog
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 […]
2020: What Does Biden’s Win Mean for Investors?
In the months leading up to the election, there was no shortage of predictions about what would happen if Joe Biden won. Despite that historically the party that wins a presidential election does not matter to the stock market. Ruchir Sharma, the chief global strategist for Morgan Stanley, wrote a column on the subject for […]
Gaslighting & Fraud: Protecting Elderly Parents’ Assets
Is your elderly parent giving money away? Whether Facebook fraud, a scam, identity theft, gaslighting, or hacking into accounts, 9 out of 10 Americans have been victims in one way or another according to a survey conducted in 2019 by OnePoll. Your elderly parents and grandparents may not be able to recognize a scam. “Someone […]