OPTIMISTIC MARKETS RALLY OFF THE LOWS
Now Likely Priced for Perfection, And So We Invest Cautiously On February 19, the S&P 500 index of large US companies closed at an...
AFTER RECENT VOLATILITY, DOMESTIC STOCKS SET NEW HIGHS
Outlook Unchanged, But It May Be Time to Invest More Internationally Just as the 2nd Quarter came to a close and the outlook for stocks...
DESPITE ALL-TIME HIGHS, CAUTIOUS OPTIMISM FOR STOCKS
A Global Growth Resurgence Could Push Stocks Even Higher With US stock markets setting new highs and the length of the current run-up in...
The Fed Decides: Rates Remain Low As We Watch China
Stock Declines May Be Almost Over, But Fed Communication is Not Helping!! t’s been a difficult summer for stocks - falling 8% from their...
Buy the U.S. for the Long Term – Despite All Its Dysfunction
Late last year, it was a rarity to go one day without hearing the term, “fiscal cliff” – that point in time when we would go “over the...
Market Commentary: Government Debt Issues – All Eyes on Europe
"Americans can always be counted on to do the right thing...after they have exhausted all other possibilities." -- Winston Churchill...
Investment Perspective – Market Commentary
Since the stock market lows set in early March of this year, we’ve experienced a significant run-up in stocks earning back half of the...
Investment Perspective – Market Commentary
Over the past 24 months, we’ve seen dramatic developments in the economy and the financial markets. The first hint of trouble occurred in...
Planning Perspective – Roth IRAs Can Work for Older Workers Too
Roth IRAs were introduced in 1998, named after their chief legislative sponsor, Senator William Roth of Delaware. Senator Roth succeeded...
Investment Perspective – Market Commentary
Portfolio returns were good in the 1st Quarter of 2007 despite major market volatility that began in late February. After months of...
Energy
The Castle Investment Roundtable met in March to discuss the state of energy worldwide and to identify attractive opportunities for...