CASTLE WEALTH MANAGEMENT BLOG

Summary of Market Performance First Quarter 2022

Nick Darzentas, CFA
April 22, 2022
2:56 pm
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Summary of Market Performance
First Quarter Ended March 31, 2022

U.S. EQUITY INVESTMENT ENVIRONMENT The U.S. equity markets suffered significant declines in January as a result of Federal Reserve Chairman Jerome Powell’s historic pivot in monetary policy to a more hawkish stance. Inflation rose to a 40-year high during the 1st quarter. Russia’s invasion of Ukraine on February 24th accelerated losses that led to the […]

W. Michael Lofley , CPA
February 15, 2022
2:00 pm
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Getting Your Finances in Order: A Q1 Check-Up

A financial new year checklist can help you avoid debt, save money, and prepare for years to come. Here, we’ll discuss some steps you can take to streamline your finances and make 2022 the best year yet for your bank account and your family’s future.

Mary Ann Johnson
January 28, 2022
3:06 pm
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Summary of Market Performance: Fourth Quarter Ended December 31, 2021

U.S. Equity Investment Environment Despite the ongoing pandemic, record inflation and looming interest rate hikes, 2021 delivered robust returns. U.S. equities had a banner year with the S&P 500 recording 70 closing highs to end with a 28.7% gain. The S&P 500’s top 50 mega caps rose 31%, and the top five largest positions accounted […]

Melissa Gannon, CDFA®, CFP®
November 16, 2021
5:15 pm
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What To Do When Someone Passes Away: A Financial Affairs Checklist

The days and weeks that follow the death of a loved one can be painful as you seek something to ease the pain and assuage the grief. To add to the stress, there are legal and financial tasks to handle, especially if the deceased is an immediate member of your family. A checklist can help […]

Mary Ann Johnson
October 19, 2021
5:28 pm
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Summary of Market Performance: 3rd Quarter 2021 Ended September 30

This is a summary of the market performance for the 3rd quarter 2021 ending September 30th. U.S. Equity Investment Environment – 3rd quarter 2021 Mounting fears of inflation, an ongoing Congressional budget impasse, and anticipation of a reduction in the Fed liquidity provision all weighed on the stock market. Despite opening September with its 54th […]

Lori Fernicola, CFP ®
September 17, 2021
12:41 pm
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The 2021 Guide to Government Resources for Special Needs

Do you have a disabled child or one with other special needs? Are you having trouble with the financial impact of caring for your special needs child? Or maybe you care for yourself or another adult with a disability? We have gathered government resources for special needs, including financial assistance, in this guide for 2021. […]

Christina Worley, CPA/PFS, CFA, CFP®
September 9, 2021
6:41 pm
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Grandparent 529 Plans Get a
Boost Under New FAFSA Rules

Current FAFSA Rules Under current rules, parent-owned 529 plans are listed on the FAFSA as a parent asset. Parent assets are counted at a rate of 5.64%, which means 5.64% of the value of the 529 account is deemed available to pay for college. Later, when distributions are made to pay college expenses, the funds […]

Melissa Gannon, CDFA®, CFP®
August 27, 2021
5:17 pm
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Rule of 70 & Rule of 72: What They Mean for Your Investments

Exponential growth is an important concept in investing. Compound interest, or the interest you earn on the interest your investments generate, adds up over time and represents a significant contribution to your retirement savings. However, calculating how quickly an investment will grow with compound interest can be complex. You can use the rule of 70 […]

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