Building Wealth Is a Game of Investment Risk Vs. Reward

Castlepoint Blog: Investment Planning, Investment Risk, Jake's Take, The Point
January 09, 2024

From portfolio risk to personal risk, building wealth is a game of risk versus reward. In this Jake’s Take video, Castlepoint Partners Adam Lee, CFA® and Jake Weatherford, CFP®, discuss the many different types of investment risk and how risk looks different from one person and situation to the next.

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 Senior 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.