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Asset Location

Castlepoint Blog: Jake's Take, The Point
April 05, 2022

We all may have heard of Asset ALLOCATION (amount of stocks vs. amount of bonds), but in this video, Jake Weatherford and Adam lee, advisors at Castlepoint Wealth Advisors, explain the differences and tax advantages of Asset LOCATION!

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Wealth Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.