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 Jake Weatherford | Sep 8, 2022 | Investment Planning, Jake's Take, The Point
We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
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 Jake Weatherford | Apr 5, 2022 | Asset Allocation & Portfolio Diversification, Investment Planning, Jake's Take, The Point
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.
by Jake Weatherford | Mar 14, 2022 | Diversification, Investment Planning, Jake's Take, The Point
With the recent tragic conflict between Russia and Ukraine, many people are wondering what they’re invested in and where. In this video, Castlepoint Partner Jake Weatherford tells you how to find out what is actually in your portfolio.
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 | 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 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.
