by Jake Weatherford | Nov 10, 2022 | Jake's Take, The Point
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with Castlepoint Associate & Marketing Specialist Ansel Jeffries to discuss Ansel’s career journey from college to financial planning.
by Jake Weatherford | Sep 8, 2022 | Investment Planning, Jake's Take, The Point
We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
by Jake Weatherford | Jul 13, 2022 | Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
by Jake Weatherford | Jun 7, 2022 | IRA, Jake's Take, Retirement Savings & Income, The Point
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
by Jake Weatherford | May 9, 2022 | Alternative Investments & Liquidity Risk, Investment Planning, Investment Risk, Jake's Take, The Point
Cryptocurrency has become an exceedingly popular investment vehicle. In these videos, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio Manager Adam Lee discuss whether or not crypto has a place in your portfolio and how to evaluate alternative investments.
by Jake Weatherford | Apr 5, 2022 | Asset Allocation & Portfolio Diversification, Investment Planning, Jake's Take, The Point
In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager Adam Lee explain why understanding the tax advantages of Asset LOCATION are just as important as being familiar with Asset ALLOCATION.
by Jake Weatherford | Mar 14, 2022 | Diversification, Investment Planning, Jake's Take, The Point
With the recent tragic conflict between Russia and Ukraine, many people are wondering what they’re invested in and where. In this video, Castlepoint Partner Jake Weatherford tells you how to find out what is actually in your portfolio.
by Jake Weatherford | Feb 9, 2022 | Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Jake's Take, The Point
Identifying the right financial advisor or team of advisors for you is always a challenge. In this video, Castlepoint Partner Jake Weatherford reveals the seven questions to ask when you’re choosing an independent wealth management firm.
by Jake Weatherford | Jan 12, 2022 | Economics/Market Specifics, Financial Planning Basics, Jake's Take, The Point
In this video, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio Manager Adam Lee discuss stock benchmarks and why the Dow Jones Industrial Average pales in comparison to other popular indexes.
by Jake Weatherford | Nov 2, 2021 | General Tax Content, Jake's Take, Tax & Estate Planning, The Point
In this video blog post, Castlepoint CEO Kendall King and Castlepoint Partner/Advisor Jake Weatherford team up to deliver some year-end tax ideas and the strategies they use to save Castlepoint’s clients on their taxes.
