Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.
Behavioral Finance
The Power of Compounding Interest
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.
Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations
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.
Never Waste a Market Crisis
After the second-worst start to a year since 1932, everyone’s hoping for the market to come from behind like Rich Strike in the Kentucky Derby. Unfortunately, there’s no way to determine when a market crisis will turn around. Castlepoint CEO Kendall King offers some smart moves you can make right now to put yourself in a better position when the downturn ends.
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.
Forget Resolutions This Year and Focus on Financial Habits Instead
Over 80% of people abandon their resolutions by the end of January. In this article, Castlepoint CEO Kendall King provides ideas to help you focus on creating consistent financial habits instead of resolutions this year.
Q&A with Kendall King: Coronavirus isn’t impacting markets
https://oklahoman.com/article/5654755/coronavirus-isnt-impacting-markets
Q & A with Kendall W. King: Stock drops feel scary, but are necessary
http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F11%2F08&id=Ar01707&sk=4678D0DC
Robo-adviser investment platforms can’t provide discipline to clients
http://newsok.com/article/5560298