CASTLE WEALTH MANAGEMENT BLOG
- Nick Darzentas, CFA
- July 27, 2022
- 3:33 pm
- 0 comments
U.S. EQUITY INVESTMENT ENVIRONMENT The second quarter began and ended with significant levels of volatility, with the VIX index closing the second quarter at 28.7. U.S. stocks posted their worst first-half performance since 1970, as inflation concerns, Fed-rate hikes and slowing economic growth weighed on markets. The S&P 500 posted losses of 16.1% in the […]
- Nick Darzentas, CFA
- April 22, 2022
- 2:56 pm
- 0 comments
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
- 0 comments
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
- 0 comments
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
- 0 comments
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
- 0 comments
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
- 0 comments
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
- 0 comments
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 […]
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