by Jake Weatherford | Aug 10, 2023 | Financial Planning Basics, Investment Planning, Jake's Take, The Point
How long will it take your investment to double in value? In this Jake’s Take video, Castlepoint Wealth Advisors Partner & Advisor Jake Weatherford, CFP®, explains the Rule of 72 and how it can give you a ballpark timeframe for doubling your money.
by Adam Lee | Aug 10, 2023 | Adam Lee, Client & Planner Attitudes, Values & Biases, Economics/Market Specifics, Politics & Investing, The Point
The U.S. government recently received a credit downgrade. Castlepoint Partner & CIO Adam Lee, CFA®, explains why it’s not any bigger of a deal than that time Dennis Rodman went to Vegas before grabbing 14 rebounds and winning an NBA championship.
by Jake Weatherford | Jul 12, 2023 | Behavioral Finance, Financial Planning Basics, Investment Planning, Jake's Take, Retirement Savings & Income, Risk Management & Insurance Planning, The Point
How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.
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 Drew Garner | Jun 2, 2023 | 401k, Drew Garner, Financing Strategies and Debt Management, Investment Planning, IRA, Retirement Savings & Income, The Point
With all the rules and options, starting a 401(k) plan through your employer can be a daunting task. In this comprehensive 401k overview video, Castlepoint Partner, COO & Advisor Drew Garner, CFP®, discusses contribution limits, vesting schedules, types of 401k plans, investment options, and employer matching.
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 Castlepoint Wealth Advisors | May 9, 2023 | Bond & Stock Valuation Conceptions, Investment Planning, Politics & Investing, Quarterly Market Review, The Castlepoint Team, The Point
In this Q1 2023 market review webinar, Castlepoint Partner & Advisor Jake Weatherford, CFP®, and Partner & CIO Adam Lee, CFA®, provide a comprehensive analysis of the first quarter marketplace and current economic climate. The pair focuses on US stocks and bonds, international stocks, and different markets, offering valuable insights and perspectives on the financial industry. They also cover current events impacting the market and discuss why they plan to cover them.
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.
