by Jake Weatherford | Apr 11, 2024 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Bond & Stock Valuation Conceptions, Client & Planner Attitudes, Values & Biases, Diversification, Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Investment Risk, Jake's Take, Market Cycles, Psychology of Financial Planning, The Point
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.
by Jake Weatherford | Dec 13, 2023 | Alternative Investments & Liquidity Risk, Asset Allocation & Portfolio Diversification, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Diversification, Financial Planning Basics, Investment Planning, Investment Risk, Jake's Take, Market Cycles, The Point
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.
by Adam Lee | Jan 12, 2023 | Adam Lee, Economics/Market Specifics, Market Cycles, Politics & Investing, The Point
Government and political movements, both domestic and foreign, have an impact on the markets and how we invest. In this article, Castlepoint Portfolio Manager Adam Lee, CFP®, addresses five big political influences on your wealth.
by Kendall King | Nov 10, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
2022 has been a disappointing year for investors. With the market recently dropping fast again, it’s important to look at history for comfort. Castlepoint CEO Kendall King explains why perspective is key to thriving in a bear market and why a bull market is likely to come soon.
by Kendall King | Mar 14, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
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.
by Kendall King | Oct 6, 2021 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
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.
by Kendall King | Sep 1, 2021 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
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...
by Kendall King | Jun 7, 2021 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
Without question, it has been a great last 14 months for investors. The S&P 500 index closed above 4,000 on April 1st of this year and has continued rising and is now close to double where it stood just a little over a year ago around 2,200. This is one of the...
by Castlepoint Wealth Advisors | Feb 9, 2018 | In The News, Investment Planning, Market Cycles
http://newsok.com/article/5582723/qa-with-kendall-w.-king-current-market-cycles-normal-by-historical-standards
