Unpredictable market swings stressing you out? These three strategies for using options to hedge will minimize your downside risk while protecting your portfolio. Have you been anxious about your portfolio ever since the market became a COVID-19 rollercoaster? Despite the giant tumbles and record-lows of coronavirus investing, it’s crucial to stick to your financial plan […]
Category: Blog
Coronavirus & Investing: Don’t Panic, Stick to Your Financial Plan
The uncertainty of how the coronavirus outbreak will affect the US and global economies triggered the S&P 500 to tumble more than 30 percent. In March, stocks experienced both the fastest and largest decline into a bear market ever, and the fastest and largest one-day advance in 87 years. At this point, we have no […]
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 […]
10 Divorce Financial Planning Mistakes to Avoid
People often make irrational financial decisions during divorce just to get the messy situation over with. But hasty choices can haunt you for the rest of your life if you’re not careful about your own financial planning post-divorce. To take control and learn from the mistakes many divorcees have learned the hard way, we’re sharing […]
6 Ways To Fund Long-Term Care
Fortify your financial future and protect your retirement from the staggering costs of long-term care with these proactive solutions and strategies. What’s your plan to pay for long-term care (LTC) in your later years of life? The U.S. Department of Health and Human Services says 70% of people over age 65 will need some type […]