We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
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.
Increased stock market volatility can be unnerving even for veteran investors, but is now the wrong time to invest? History says no. Here are some tips from Castlepoint CEO Kendall King to keep in mind as you move forward with your investment plan.
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.
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.
Volatility in the market due to recent geopolitical events is a concern for many investors. In this article, Castlepoint CEO Kendall King offers up three simple tips that will help you make the best out of the downturn.
Cryptocurrencies like Bitcoin have been surging in value and investors are taking notice. But is crypto a smart investment strategy or just a bubble waiting to burst? Castlepoint CEO Kendall King gives his 0.00000046 BTC (two cents).
The last 18 months have seen the market reach all-time highs. But those highs are causing some people to reconsider investing. In his latest blog post, Castlepoint CEO Kendall King looks back at the market’s history and explains why you should continue to invest with confidence during all-time highs.
This month’s article was written by our portfolio manager—and newest addition to the team—Adam Lee. Here at Castlepoint, we often hear these very reasonable questions: Why should I invest in the market now? Isn’t it at an all-time high? Should I wait for it to...
https://youtu.be/YUirWxLvKeE THE STOCK MARKET DOESN'T CARE ABOUT YOUR POLITICS! In order to be an equity investor in the great companies of the United States and of the World, a person MUST be able to handle short term volatility. Often we mistake INACTION with...