Buckle up for a bumpy ride, but bumpy rides bring opportunity The U.S. stock market continues to be extremely volatile, taking its cues from interest rates and the strength of... read more →

Financial Markets Review After years of zero interest rate policy (ZIRP), cracks in the financial system began to emerge in early March. You would never know it by the positive... read more →

Castle Tandem Fund Update As the Q4 earnings season draws to a close, the uncertainty surrounding corporate earnings growth has seemingly become murkier. With 99% of S&P 500 companies having... read more →

Looking backward to move forward For most investors, 2022 was a challenging year. The struggle to regain some sense of normalcy following a global pandemic took a new twist. Volatility... read more →

Financial Markets Review After a dismal August and September where the S&P 500 declined 4.08% and 9.21%, respectively, the market was due for a bounce. Over the past month, equity... read more →

After rallying through the summer, the market is back to its declining ways The third quarter of 2022 was a tale of two markets. From June 30th through August 16th,... read more →

Financial Markets Review The hopefulness surrounding the mid-summer rally has officially dissipated as the S&P 500 closed out September by setting a new year-to-date low and ending down six of... read more →

Financial Markets Review The recovery in equity prices that began in mid-June started to retreat in August. All three major indices – the S&P 500, Nasdaq, and Russell 2000 –... read more →

The first half of the year was the worst since 1970. What now? The first half of the year is now in the books, and with that comes a welcome... read more →

The Fund has a beta1 of 0.62 (3 yrs vs S&P 500).  Do you manage the Fund with an eye toward producing a lower beta, or is that an ancillary... read more →