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.
Investment Planning
Cash Equivalent Positions
In this episode of Questions With Kian, Castlepoint Associate Advisor Kian Rahmanzadeh, CFP®, MBA, explores the appeal of cash equivalents, which offer returns of about 5.5%. While the low-risk nature of cash-like positions may be attractive, it’s important to consider their lower growth potential compared to market investments, especially for long-term goals. Kian explains when cash equivalents can be advantageous and why they must align with an investor’s goals and investment horizon.
How Do You Manage Your Money to Live Abundantly
Where do you start if you want to manage your money more wisely and steward your wealth so you can live abundantly? In this article, Castlepoint CEO Kendall King shares his plans for his Live Abundantly newsletter while discussing why many people struggle to transition from accumulating assets to spending them wisely.
What Do You Know About Insurance Fees?
Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.
Election Year Financial Planning
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.
Building Wealth Is a Game of Investment Risk Vs. Reward
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.
How to Forecast and Weather the Next Recession
In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, sit down to discuss recessions and why they’re imminent but challenging to forecast. The dynamic duo explains why they build long-term investment plans to weather recessions and why the strategy at the top of a market cycle is just as important as the strategy at the bottom.
Top 25 Mindsets and Habits of Successful Entrepreneurs
How similar are you to the most successful people in the world? In this blog post, Castlepoint CEO Kendall King delivers his list of the top 25 mindsets and habits of successful entrepreneurs.
Castlepoint Quarterly Webinar: Q3 2023
In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss how much money is needed for retirement and provide two fictional scenarios to help illustrate their thoughts on goal-setting, allocation, investment amounts, and much more!
Is $5 Million Enough to Make You Rich?
Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.