The People’s Best Interest…The Battle Continues

By Mack Bekeza The official ruling for “fiduciaries,” meaning people who are legally bound in the best interest of retirement investors, will not take effect until April of 2017. However, the Department of Labor (“The DOL”) has been bombarded by lawsuits. This brings us to the recent filing from the National Association for Fixed Annuities (“NAFA”) in […]

How to use Credit Cards the right way!

By Mack Bekeza Credit Cards, just a piece of plastic that spirals people into debt right? Well… not always. In fact, many people who use credit cards tend to actually save money on certain items. That’s right! People can actually save money by utilizing a credit card! But how? Although there are plenty of ways […]

The Importance of Saving

By Mack Bekeza Saving, sounds hard, right? Well actually not as much as you think, but it does require will power and a positive attitude. In most cases, people begin to start saving but end up quitting because of a few things: They save too much and end up having to spend most of it […]

Water Cooler Wisdom: Second Quarter 2016

By Mack Bekeza Is the U.S the only place for long term returns? Although the United States has experienced one of the best bull markets in terms of duration and returns, investors have been wondering what is next. This past year has not been as invigorating as the prior few years and, on top of […]

Why You Need A Budget

By Mack Bekeza Budgeting sounds difficult, right? Well actually, not really. In fact, it is even more difficult not to maintain a budget. Many people think they don’t need a budget, but end up broke by the time their next paycheck comes in. This can lead to a never ending cycle of not having any […]

Brexit: What’s the Big Deal and What You Should Know About it?

By Mack Bekeza As you may or may not know, The United Kingdom (”UK”) has voted to leave the European Union (“EU”). For decades, the UK has argued left and right whether or not their relationship with the EU is worthwhile. Think of this as an old couple who have been constantly bickering at each […]

Coming April 10, 2017

Did you know that when you pay for investment advice, your adviser might not always have your best interests at heart? Yes, investment advisers are currently legally allowed to sell you products with their own financial gains in mind, even if it means that the products have a high price tag or pay excessive commissions. […]

Castle Rock Investment Company Celebrates 10 Years!

Castle Rock Investment Company, formed in April 2006, is an independent woman-owned registered investment adviser located in Castle Rock, Colorado. We celebrated our 10-year anniversary on April 17, 2016. To celebrate this important milestone, 50 people attended our 10 Year Anniversary Party at Siena at the Courtyard in Castle Rock.  It was a wonderful evening […]