CastleKeep helps families of means articulate their needs and provide the appropriate solutions with great sensitivity, discretely.
Joined November 2010
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39 Photos and videos
27 Feb 2023
CastleKeep Adds Industry Veteran Mike Benevento as Partner:
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16 Feb 2023
We are thrilled to announce the appointment of Lauren Quesada as partner:
businesswire.com/news/home/2…
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25 Mar 2022
Bonds Are Risky. The Paradigm has Shifted.
The latest post from partner, @stevehaberstroh .
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10 Feb 2022
Our Annual Letter has been published to our site.
We hope you enjoy and find it useful.
castlekeepadvisors.com/index…
1 Apr 2021
Green on the Screen.
If you’ve experienced terrific returns, don’t get overconfident.
Too many folks were overconfident leading into the pandemic only to realize they couldn’t handle the risk they took on.
You can’t win the game if you quit halfway through it.
S&P Global
17 Feb 2021
Buffett’s mystery stocks revealed as Berkshire discloses multi-billion dollar investments in Chevron and Verizon.
instagram.com/p/CLZKeDil9da/…
6 Feb 2021
From our 2020 Market Review. Seems even more fitting today.
“Turns out that when everything happens at once, doing nothing might be your best strategy.”
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4 Feb 2021
Partner, Steve Haberstroh, wrote about SPACs:
Special
Purpose
Acquisition
Companies
castlekeepadvisors.com/index…
31 Jan 2021
We summarized where the GameStop stands in simple terms. Textbooks will be written about last week (and what’s to come) but for now, a blogpost:
castlekeepadvisors.com/index…
12 Nov 2020
On this Veteran’s Day, we remember and thank those who have served. This includes our Founder and CEO, Charles Haberstroh, pictured above who served his time in the Army Reserves.
Thank you. 🇺🇸💪🏻🇺🇸
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27 Oct 2020
One week away. Our post covering the election and markets. We hope you find it useful.
castlekeepadvisors.com/index…
22 Oct 2020
“The best combination for stock market returns has been a Democrat-controlled Senate, Republican-controlled House and a Democrat President.”
We cover the election and markets in our latest post “Election Deflection”.
castlekeepadvisors.com/index…
2 Oct 2020
How Microsoft’s revenue tripled and you lost 40%.
Price Matters. Our latest.
castlekeepadvisors.com/index…
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