Client & Planner Attitudes, Values & Biases

Castlepoint Blog: The Point

How to Forecast and Weather the Next Recession

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.

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Top 25 Mindsets and Habits of Successful Entrepreneurs

How similar are you to the most successful people in the world? In this blog post, Castlepoint CEO Kendall King delivers his list of the top 25 mindsets and habits of successful entrepreneurs.

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Is $5 Million Enough to Make You Rich?

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.

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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.

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The Debt Ceiling and Asteroids

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.

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