Warning: Declaration of TCB_Menu_Walker::walk($elements, $max_depth) should be compatible with Walker::walk($elements, $max_depth, ...$args) in /www/wp-content/plugins/thrive-visual-editor/inc/classes/class-tcb-menu-walker.php on line 0 Investment Management Blog- Castle Wealth Management Investment Management Blog- Castle Wealth Management


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

Continue reading

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

Continue reading

January 10, 2018

An invitation from our friends at Palm Beach’s Foundation for Women’s Cultural and Economic Literacy: DATE: Saturday, January 13, 2018 TIME: 2pm to 4pm LOCATION: Florida Atlantic University Theatre, 777 Glades Road, Boca Raton, FL 33431 PARKING: Garage II off

Continue reading

The Tax Cuts and Jobs Act of 2017 expands 529 education plans in 2018 to include elementary and high school expenses. This is welcome news for parents—especially those paying private school tuition—who   are taking advantage of 529 savings plans to

Continue reading

The recent Equifax data breach is a reminder to all of us that safeguarding our financial information is vital in today’s technologically charged world. Being proactive and vigilante is the best way to make it hard for opportunistic cyber criminals

Continue reading
Blog Subscription
Sign up to receive an email notification when we post a new blog.

Back to top