CASTLE WEALTH MANAGEMENT BLOG
- 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).
- Nick Darzentas, CFA
- October 16, 2023
- 10:46 am
- 0 comments
U.S. Equity Investment Environment U.S. equity markets saw consecutive declines in August and September as investors grappled with ongoing inflation, fear of a government shutdown, rising interest rates, and the potential for a “higher-for-longer” rate environment. The S&P 500 experienced a disappointing quarter falling 3.3%, though remains up 13.1% year to date due to the […]
- Nick Darzentas, CFA
- July 27, 2023
- 2:36 pm
- 0 comments
U.S. EQUITY INVESTMENT ENVIRONMENT U.S. equity markets performed well in the second quarter and year-to-date, as Congress approved legislation to suspend the debt ceiling and the Federal Reserve opted for a “hawkish pause” at their last meeting. The NASDAQ led major averages higher in Q2 with its gain of 13.1% as the now memorialized “magnificent […]
- Nick Darzentas, CFA
- April 28, 2023
- 10:14 am
- 0 comments
U.S. EQUITY INVESTMENT ENVIRONMENT Volatility continued to challenge equity markets in the first quarter in response to elevated inflation, an uncertain outlook for monetary policy, and, in March, the stunning failure of Silicon Valley Bank. The NASDAQ led major averages higher in Q1 with its gain of 17.1% as mega-cap growth stocks outperformed in response […]
- Nick Darzentas, CFA
- January 16, 2023
- 12:30 pm
- 0 comments
U.S. Equity Investment Environment US equities ended the year with the worst performance since 2008. The S&P 500 was down 18.1% and the Nasdaq was lower by 33.1%. The Dow Jones Industrial Average and the S&P 500 rebounded 16.0% and 7.6%, respectively, during the fourth quarter while the Nasdaq declined by 0.8%, highlighting the vast […]
- W. Michael Lofley , CPA
- November 23, 2022
- 10:38 am
- 0 comments
If you have a qualifying health insurance plan, the Health Savings Account (HSA) is one of the few investment vehicles that allow for a triple tax advantage. That is, contributions to an HSA are tax-deductible, the account grows tax-free, and if you withdraw the funds for medical expenses, those withdrawals are also tax-free. With tax […]
- Melissa Gannon, CDFA®, CFP®
- November 18, 2022
- 8:20 am
- 0 comments
Individual Retirement Accounts (IRA) are one of the most popular retirement savings vehicles available for a good reason. They offer tax-deferred growth on your investment earnings and, in some cases (like a Roth IRA), tax-free withdrawals in retirement. But what if you're not sure whether a Roth IRA is right for you? Or what if […]
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