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...
by Kendall King | Aug 4, 2021 | Economics/Market Specifics, Financial Planning Basics, Kendall's Counsel, The Point
Inflation rose to 5.4% in the past 12 months, a 13-year high. Find out how the current inflationary environment could impact your wealth and retirement strategies today.
by Castlepoint Wealth Advisors | Jun 10, 2019 | Economics/Market Specifics, Financial Planning Basics, In The News
https://oklahoman.com/article/5633030/economic-cost-of-tariffs-is-hard-to-measure
by Castlepoint Wealth Advisors | Oct 11, 2018 | Economics/Market Specifics, Financial Planning Basics, In The News
http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F10%2F11&id=Ar02001&sk=AF0B3571
by Castlepoint Wealth Advisors | Mar 3, 2016 | Economics/Market Specifics, Financial Planning Basics, In The News
Here is the a Q&A our president and founder did with the Daily Oklahoman Oil Prices, Market Uncertainty
