CASTLE WEALTH MANAGEMENT BLOG
- Melissa Gannon, CDFA®, CFP®
- November 18, 2020
- 6:03 pm
- 0 comments
In the months leading up to the election, there was no shortage of predictions about what would happen if Joe Biden won. Despite that historically the party that wins a presidential election does not matter to the stock market. Ruchir Sharma, the chief global strategist for Morgan Stanley, wrote a column on the subject for […]
- Christina Worley, CPA/PFS, CFA, CFP®
- September 30, 2020
- 6:02 pm
- 0 comments
Is your elderly parent giving money away? Whether Facebook fraud, a scam, identity theft, gaslighting, or hacking into accounts, 9 out of 10 Americans have been victims in one way or another according to a survey conducted in 2019 by OnePoll. Your elderly parents and grandparents may not be able to recognize a scam. "Someone […]
- Christina Worley, CPA/PFS, CFA, CFP®
- July 23, 2020
- 6:00 pm
- 0 comments
These tax-efficient investing strategies will boost your returns. Why Tax-Efficient Investing Strategies Matter Let’s be honest, avoiding taxes on your investments isn’t the first goal of your portfolio. Your first goal is to maximize earnings. However, no good investment strategy is complete without an awareness of your potential tax burden. In a nutshell: taxes reduce […]
- Christina Worley, CPA/PFS, CFA, CFP®
- June 8, 2020
- 5:58 pm
- 0 comments
Unpredictable market swings stressing you out? These three strategies for using options to hedge will minimize your downside risk while protecting your portfolio. Have you been anxious about your portfolio ever since the market became a COVID-19 rollercoaster? Despite the giant tumbles and record-lows of coronavirus investing, it’s crucial to stick to your financial plan […]
- Christina Worley, CPA/PFS, CFA, CFP®
- April 10, 2020
- 5:55 pm
- 0 comments
The uncertainty of how the coronavirus outbreak will affect the US and global economies triggered the S&P 500 to tumble more than 30 percent. In March, stocks experienced both the fastest and largest decline into a bear market ever, and the fastest and largest one-day advance in 87 years. At this point, we have no […]
- Christina Worley, CPA/PFS, CFA, CFP®
- March 25, 2020
- 5:52 pm
- 0 comments
At Castle Wealth Management, we recognize the ongoing and increased uncertainty that COVID-19 is causing in our area. Our highest priority is the safety and wellbeing of our clients, partners and colleagues. As the situation continues to evolve, we are taking steps to ensure our approach is consistent with the guidance provided by The World […]
- Christina Worley, CPA/PFS, CFA, CFP®
- January 8, 2020
- 2:16 pm
- 0 comments
People often make irrational financial decisions during divorce just to get the messy situation over with. But hasty choices can haunt you for the rest of your life if you’re not careful about your own financial planning post-divorce. To take control and learn from the mistakes many divorcees have learned the hard way, we’re sharing […]
- Melissa Gannon, CDFA®, CFP®
- September 25, 2019
- 3:59 pm
- 0 comments
Fortify your financial future and protect your retirement from the staggering costs of long-term care with these proactive solutions and strategies. What’s your plan to pay for long-term care (LTC) in your later years of life? The U.S. Department of Health and Human Services says 70% of people over age 65 will need some type […]
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