CASTLE WEALTH MANAGEMENT BLOG
- Melissa Gannon, CDFA®, CFP®
- August 22, 2024
- 1:33 pm
- 0 comments
Fraud prevention involves proactive strategies to detect, stop, and respond to various forms of fraud. By staying informed and vigilant, you can protect your personal and financial information from common fraud threats. Fraud can take many forms, including identity theft, phishing, credit card fraud, and online scams. Effective fraud prevention requires awareness, vigilance, and the […]
- Nick Darzentas, CFA
- July 31, 2024
- 10:22 am
- 0 comments
After a challenging start, U.S. equity markets continued their upward trajectory, despite concerns about persistent inflation and reduced expectations for the Federal Reserve to cut interest rates. In June, the unemployment rate rose to 4.1%, its highest level since October 2021, yet it remains historically low.
- Christina Worley, CPA/PFS, CFA, CFP®
- May 15, 2024
- 9:06 am
- 0 comments
Join us on Friday, May 24, at 10:00am for an information session on 529 College Savings Plan. Ask all your questions and find out if now is the time to open one for your grandchild. What we will discuss about 529 plans: We will be going over the changes that make these 529 College Saving […]
- Nick Darzentas, CFA
- April 22, 2024
- 2:31 pm
- 0 comments
U.S. equity markets registered strong gains once again despite the Federal Reserve leaving interest rates unchanged in March. The unemployment rate reached the highest level in two years in February at 3.9% but is still historically low. The S&P 500 recorded a 10.6% first quarter gain, setting a record-closing high, as the U.S. economy remains resilient and ongoing enthusiasm around Artificial Intelligence continues. The “Magnificent Seven” which led last year’s gains have been reduced to the “Fab Four” as Apple Inc., Alphabet Inc., and Tesla Inc. posted disappointing quarters.
- Christina Worley, CPA/PFS, CFA, CFP®
- April 17, 2024
- 9:10 am
- 0 comments
We are having an informational session to explore long-term care insurance (LTCI) and its options in our office at 201 Arkona Court, West Palm Beach FL next Friday April 19, at 11:00 am. This is a little background for why this may be an important topic for you to know more about. If you’d like to attend in person, we welcome you, just please RSVP.
- Christina Worley, CPA/PFS, CFA, CFP®
- March 6, 2024
- 9:45 pm
- 0 comments
Today there is an app for everything. Including for managing money, assets, and liabilities. According to a recent report published by The Zebra, eighty-five percent of young adults use at least one personal finance tool or app, with more than half foregoing the assistance of a human advisor. Fifty-four percent of 26-year-olds manage most or […]
- Nick Darzentas, CFA
- January 31, 2024
- 10:25 am
- 0 comments
In this fourth-quarter summary, we review the key market highlights of the quarter, discussing factors that contributed to the performance of U.S. and international equities, fixed income, and commodities. Actions by the Federal Reserve to shift monetary policy late in the year along with the dramatic performance of the “Magnificent Seven” was the icing on the cake for 2023.
- Melissa Gannon, CDFA®, CFP®
- January 4, 2024
- 2:02 pm
- 0 comments
As we step into the new year, it’s crucial for taxpayers and investors to be aware of the latest updates from the Internal Revenue Service (IRS).
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