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.
Investment Risk
Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability
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.
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.
Where Does Cryptocurrency Fit in My Portfolio?
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.
Is It Time to Get Out of the Stock Market?
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.
Should You Get in on the Cryptocurrency Action?
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).
Q & A with Kendall W. King: Target date funds carry advantages, disadvantages
https://newsok.com/article/5630194/target-date-funds-carry-advantages-disadvantages
Bitcoin investments purely speculation
https://newsok.com/qa-with-kendall-w.-king-bitcoin-investments-purely-speculation/article/5576538