by Adam Lee | Jul 12, 2023 | Adam Lee, Behavioral Finance, Client & Planner Attitudes, Values & Biases, Investment Planning, Investment Risk, Psychology of Financial Planning, The Point
In the final part of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the benefits of delaying taxes for potential growth and the role personal motivations often play in investment decisions.
by Adam Lee | Jun 2, 2023 | Adam Lee, Investment Planning, Investment Risk, The Point
In Part 3 of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the potential financial benefits of holding individual stocks for more than one year and how tax planning and investing go hand-in-hand to reduce overall tax liability.
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 | May 5, 2023 | Adam Lee, Asset Allocation & Portfolio Diversification, Diversification, Investment Risk, The Point
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.
by Adam Lee | Apr 13, 2023 | Adam Lee, Asset Allocation & Portfolio Diversification, Diversification, Investment Risk, The Point
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.
by Jake Weatherford | May 9, 2022 | Alternative Investments & Liquidity Risk, Investment Planning, Investment Risk, Jake's Take, The Point
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.
by Kendall King | May 9, 2022 | Behavioral Finance, Investment Planning, Investment Risk, Kendall's Counsel, Psychology of Financial Planning, The Point
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.
by Kendall King | Jan 13, 2022 | Alternative Investments & Liquidity Risk, Investment Planning, Investment Risk, Kendall's Counsel, The Point
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).
by Castlepoint Wealth Advisors | May 1, 2019 | In The News, Investment Planning, Investment Risk
https://newsok.com/article/5630194/target-date-funds-carry-advantages-disadvantages
by Castlepoint Wealth Advisors | Dec 20, 2017 | Alternative Investments & Liquidity Risk, In The News, Investment Planning, Investment Risk
https://newsok.com/qa-with-kendall-w.-king-bitcoin-investments-purely-speculation/article/5576538
