CASTLE WEALTH MANAGEMENT BLOG
- Nick Darzentas, CFA
- April 7, 2025
- 5:05 pm
- 0 comments
The recent developments in trade policies, particularly the tariffs issued by the Trump administration, have caused fluctuations in global markets. The current environment remains highly unpredictable as any positive news article, change in policy announcement, tweet, could alter the current landscape quickly. While it's understandably natural to feel concerned during periods of economic uncertainty, we […]
- Christina Worley, CPA/PFS, CFA, CFP®
- February 11, 2025
- 3:32 pm
- 0 comments
I am thrilled to share that my article, "A 529 College Plan for Your Grandchild: A Great Idea!", has been featured in the latest edition of the Palm Beach Daily News – Estate Planning Supplement. In this piece, I explore the benefits of 529 college savings plans and how they can help grandparents support their […]
- Nick Darzentas, CFA
- January 16, 2025
- 8:43 am
- 0 comments
U.S. Equity Investment Environment The S&P 500 reached several all-time highs in the fourth quarter, finishing higher by 2.4%, and extending its 2024 gains to 25.0%. Donald Trump’s re-election and a Republican “Red Sweep” of Congress fueled expectations for tax cuts, deregulation, and pro-growth policies in 2025. In December, however, previous optimism was met with […]
- Melissa Gannon, CDFA®, CFP®
- October 31, 2024
- 10:56 am
- 0 comments
Medicare open enrollment is in full swing and runs until December 7. We encourage clients to understand the changes that will go into effect on January 1. Every year, we see tweaks, but this time around, some changes could really impact coverage choices and costs. Whether you're already on Medicare or planning to enroll soon, […]
- Nick Darzentas, CFA
- October 22, 2024
- 2:15 pm
- 0 comments
U.S. Equity Investment Environment U.S. equity markets surged to record highs, fueled by lower bond yields, a constructive sector rotation and broader market participation, despite several bouts of volatility. With inflationary pressures easing, along with a softening labor market, the Federal Reserve commenced its long-awaited rate-cutting cycle with an aggressive 50bps cut. The unemployment rate […]
- 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 […]
Subscribe to Our Blog
Sign up to receive an email notification when we post a new blog.
Recent Posts
Book An Appointment