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Castle Wealth Management’s Founder and Managing Member, Christina Worley, will be speaking at the 6th Annual Private Wealth Latin America and the Caribbean Forum in Miami, Florida on October 17. She will discuss Alternative Investments: Private Investments and the Importance of

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Why would you put your house in a trust? If you’re thinking of putting property in a trust, you may be wondering about the pros and cons of doing so. This guide aims to give you a better understanding of

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Castle Wealth Management recommends this event to all clients. If you are a senior or the child of a senior, learning about fraud prevention is very important. The CFA Society South Florida presents “Money Smart Week – Investor Education and

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At the end of January, Equifax announced that it would extend to June 30 the deadline to freeze your credit account at no charge. Freezing your credit became a “must do” when Equifax announced last year that hackers had gained

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January 24, 2018


Despite an uninterrupted string of assaults on propriety, civilized discourse, and common courtesy during 2017, investors kept their bearings and maintained their focus on facts and fundamental developments such as corporate earnings.  The almost nine-year upsurge in markets continued through

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