by Jake Weatherford | Apr 11, 2024 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Bond & Stock Valuation Conceptions, Client & Planner Attitudes, Values & Biases, Diversification, Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Investment Risk, Jake's Take, Market Cycles, Psychology of Financial Planning, The Point
In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, emphasize the importance of fully understanding one’s investment strategy before selecting funds. Like building furniture, the process requires the right tools to achieve the desired outcome. Ultimately, the optimal fund choice hinges on the investor’s unique strategy requirements and objectives.
by Jake Weatherford | Feb 14, 2024 | Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Jake's Take, Politics & Investing, Risk Management & Insurance Planning, The Point
There’s always a lot of worry and speculation surrounding the stock market during a presidential election year. In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the role of politics in stock market returns and dive into data that shows historically positive returns regardless of who wins the election.
by Adam Lee | Aug 10, 2023 | Adam Lee, Client & Planner Attitudes, Values & Biases, Economics/Market Specifics, Politics & Investing, The Point
The U.S. government recently received a credit downgrade. Castlepoint Partner & CIO Adam Lee, CFA®, explains why it’s not any bigger of a deal than that time Dennis Rodman went to Vegas before grabbing 14 rebounds and winning an NBA championship.
by Adam Lee | May 25, 2023 | Adam Lee, Asset Allocation & Portfolio Diversification, Client & Planner Attitudes, Values & Biases, Economics/Market Specifics, Financial Planning Process/Choosing Financial Advisors, Investment Risk, Politics & Investing, The Point
The debt ceiling crisis has captured headlines once again, but should you worry? That’s like asking if you should worry about an asteroid hitting the earth — if it happens, there’s little you can do about it. While defaulting on debt would certainly be less than ideal, both sides acknowledge the need to raise the debt ceiling. So, instead of panicking, we recommend focusing on long-term investing and trusting in human ingenuity to overcome challenges. Speculating on political events is a risky gamble that’s best avoided.
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 | 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 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 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.
by Jake Weatherford | Aug 26, 2021 | Economics/Market Specifics, Financial Planning Basics, 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...
