by Jake Weatherford | Jul 13, 2022 | 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 | Jake's Take, 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 | 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 | 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 | 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 | 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 | 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 | Jake's Take, 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.
by Jake Weatherford | Oct 4, 2021 | Jake's Take, The Point
Castlepoint Partner Jake Weatherford and wife Shelbie are excited to introduce their family’s newest investment, baby Elijah! Check out this Jake’s Take article to learn how a 529 college savings account can create a nice bundle of joy by the time college rolls around.
by Jake Weatherford | Aug 26, 2021 | Jake's Take, The Point
What are your thoughts on inflation? Are you positioned to increase your purchasing power even in retirement? If you are interested in a deeper dive into inflation after this video, I encourage you to dive into Kendall King, CFP®, AEP® recent article, Should you worry...