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 […]
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 […]
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 […]
See Castle Wealth Management’s Christina Worley on the WPTV 5 Financial Q&A: How to Spend Your Stimulus Check
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 […]
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 […]
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 […]
These tax-efficient investing strategies will boost your returns. Why Tax-Efficient Investing Strategies Matter Let’s be honest, avoiding taxes on your investments isn’t the first goal of your portfolio. Your first goal is to maximize earnings. However, no good investment strategy is complete without an awareness of your potential tax burden.  In a nutshell: taxes reduce […]

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