CASTLE WEALTH

MANAGEMENT BLOG

2021 Q1 Client Letter Summary of Market Performance
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 […]
Stimulus check advice
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 1
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 Bidens 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 2
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 […]
5 SMART TAX EFFICIENT INVESTMENT STRATEGIES FOR MAXIMUM RETURNS
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 […]
USING OPTIONS TO HEDGE BOOST YOUR PORTFOLIO PROTECT YOUR RISK 1
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 […]
Coronavirus Investing Dont 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 […]

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