by Jake Weatherford | Feb 14, 2024 | Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Jake's Take, Politics & Investing, Risk Management & Insurance Planning, The Point
There’s always a lot of worry and speculation surrounding the stock market during a presidential election year. In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the role of politics in stock market returns and dive into data that shows historically positive returns regardless of who wins the election.
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 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 | 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 Jake Weatherford | Jun 7, 2021 | Investment Planning, Jake's Take, Politics & Investing, The Point
https://youtu.be/YUirWxLvKeE THE STOCK MARKET DOESN'T CARE ABOUT YOUR POLITICS! In order to be an equity investor in the great companies of the United States and of the World, a person MUST be able to handle short term volatility. Often we mistake INACTION with...
by Castlepoint Wealth Advisors | Nov 28, 2016 | In The News, Investment Planning, Politics & Investing
http://www.oklahoman.com/article/5528274?access=cd9625b9f89437d0ecb5228ed9fa7fe0
by Castlepoint Wealth Advisors | Oct 3, 2016 | In The News, Investment Planning, Politics & Investing
http://m.newsok.com/qa-with-kendall-w.-king/article/5520340
