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 →

The Big Get Bigger Three quarters of the way through the year and it has certainly been an unusual one thus far. If one were to just look at headline... read more →

Financial Markets Review Last month, we briefly discussed seasonality as it relates to stock market performance during the months of August and September. Over the past 50 years, August and... read more →

Aim Small, Miss Small In the movie The Patriot, Mel Gibson stars as a father trying desperately to keep his family untouched by the Revolutionary War taking place all around... read more →