Market Commentary— The Not So Magnificent Seven If you listen quite closely, you may be able to hear the sound of the Magnificent Seven deflating ever so slightly. The Magnificent... read more →
Commentary With 2024 now in the books, it was certainly another good year for the S&P 500. The index gained more than 20% for the second consecutive year and the... read more →
Commentary— An Uncertain Landscape The stock market continued its impressive run in the third quarter—albeit with a small hiccup in early August. The S&P 500 closed 5.89% higher for the... read more →
Commentary— Historic Market? Or Challenging Market? Both Can Be True. Good news! The stock market has been rallying to all-time highs. However, as we discuss in Market Commentary below, the... read more →
Castle Tandem Fund Update It goes without saying that the market environment we find ourselves in has been tough to navigate. When investing for the long-term, one of the hardest... read more →
Market Commentary – The Fantastic Five The S&P 500 is off to its best start since 2019, rising more than 10% in the first quarter of 2024. The path of... read more →
Castle Tandem Fund Update It is very easy to get caught up in an individual stock, equity market or any asset, for that matter, that consistently moves higher in price.... read more →
TANDX Portfolio Update Tandem has been very active in the month of January, trimming four names in the Castle Tandem Fund portfolio. We pared back exposure in Amphenol Corporation and... read more →
Financial Markets Review November was the month of the reversal in just about all things related to financial markets. Everything from financial asset performance to investor sentiment to economic indicators... read more →
Financial Markets Review October was just a continuation of a trend that began to really take hold at the end of July. Up until the time of this writing, the... read more →