With upcoming income tax changes still unclear, Castlepoint CEO Kendall King offers some smart planning moves you can act upon now while we wait for the final legislation to pass Congress.
How to Prepare for Proposed Income Tax Changes
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Kendall King
Castlepoint Blog: The Point
Investing During All-time Highs
The last 18 months have seen the market reach all-time highs. But those highs are causing some people to reconsider investing. In his latest blog post, Castlepoint CEO Kendall King looks back at the market’s history and explains why you should continue to invest with confidence during all-time highs.
When to Buy Stocks in a Hot Market
This month’s article was written by our portfolio manager—and newest addition to the team—Adam Lee. Here at Castlepoint, we often hear these very reasonable questions: Why should I invest in the market now? Isn’t it at an all-time high? Should I wait for it to...
Should you worry about rising inflation?
Inflation rose to 5.4% in the past 12 months, a 13-year high. Find out how the current inflationary environment could impact your wealth and retirement strategies today.
Second Quarter 2021 Market Review
View the Second Quarter 2021 Market ReviewDownload the Second Quarter 2021 Market Review Dear Client,As our country and world continued to recover from the global pandemic in the first half of this year, the market has prevailed. There have still been ups and downs...
These All-Time Highs Won’t Last
Without question, it has been a great last 14 months for investors. The S&P 500 index closed above 4,000 on April 1st of this year and has continued rising and is now close to double where it stood just a little over a year ago around 2,200. This is one of the...