by Adam Lee | Jan 12, 2023 | Adam Lee, Economics/Market Specifics, Market Cycles, Politics & Investing, The Point
Government and political movements, both domestic and foreign, have an impact on the markets and how we invest. In this article, Castlepoint Portfolio Manager Adam Lee, CFP®, addresses five big political influences on your wealth.
by Adam Lee | Aug 10, 2022 | Adam Lee, Financial Planning Basics, Psychology of Financial Planning
The stock market is not the economy, and the headlines are not part of your plan. In this article, Castlepoint Portfolio Manager Adam Lee, CFA®, explains why long-term investors shouldn’t get caught up in the hype of headlines and nearsighted news.
by Adam Lee | Apr 5, 2022 | Adam Lee, Economics/Market Specifics, Financial Planning Basics, The Point
Inflation rose to a whopping 7% in 2021. In this article, Castlepoint Portfolio Manager Adam Lee provides some valuable tips to help offset the impact of soaring inflations rates so you can continue to live abundantly.
by Adam Lee | Feb 8, 2022 | Adam Lee, Economics/Market Specifics, Financial Planning Basics, The Point
Which index is the best indicator of market performance? Castlepoint Portfolio Manager Adam Lee explains why it definitely is not the DOW. He instead makes his case for three indices that each cover the stock market differently — S&P 500, Russell 3000, and MSCI ACWI.
by Adam Lee | Jan 12, 2022 | Adam Lee, Economics/Market Specifics, Financial Planning Basics, The Point
Castlepoint Portfolio Manager Adam Lee takes a trip back in time to discuss the Dow Jones Industrial Average and explain why it might be the worst popular stock market index to look at.
