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.
Asset Allocation & Portfolio Diversification
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.
The Debt Ceiling and Asteroids
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.
Risk Tolerance and Holding Individual Stocks: Part 2
In the second part of the Risk Tolerance and Holding Individual Stocks series, Castlepoint Partner & CIA Adam Lee, CFA®, eschews wildlife analogies to provide straightforward principles that can help mitigate the risks of picking individual stocks. These principles include holding periods, historical Beta, and implied volatility.
Risk Tolerance and Holding Individual Stocks: Part 1
Holding bobcat and individual stocks both have inherent risks. In this article, Castlepoint Partner & CIO Adam Lee, CFA®, uses bobcat wrestling to explain risk tolerance and compares the risk of individual stocks to a diversified portfolio.
Asset Location
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.
Q & A with Kendall W. King: Diversified investments and discipline offer protection in trade war volatility
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