As people enter their 40s and 50s, creating a strategy to win the second half of life is essential. In this blog post, Castlepoint CEO Kendall King uses concepts from the book “Halftime” by Bob Buford to show how you can have a productive midlife crisis by moving from a “success” mindset to a “significance” mindset in the second half of life.
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.
Many ambitious business people find that success at work comes with failure at home. In this article, Castlepoint CEO Kendall King drops six f-words that will help you balance your personal and professional priorities so you can lead with intention in every facet of your life.
Kendall King is a devoted family man and leader at Castlepoint Wealth Advisors. Watch this Castlepoint Employee Spotlight video to learn more about Kendall and why he created Castlepoint to provide more opportunities for young financial planners.
From portfolio risk to personal risk, building wealth is a game of risk versus reward. In this Jake’s Take video, Castlepoint Partners Adam Lee, CFA® and Jake Weatherford, CFP®, discuss the many different types of investment risk and how risk looks different from one person and situation to the next.
Castlepoint Partner & CIO Adam Lee, CFA®, tells a story of Christmas Eve musings, blending market reflections with St. Nick’s potential influence. Merry Christmas and investment wisdom!
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.
The holidays are upon us, which means cyber Grinches are lurking in the shadows, trying to ruin Christmas. But never fear; the Castlepoint team is here serving up timely advice to help you sleigh (pun intended) cyber threats and enjoy a secure holiday season.
Whether you’re a superstar athlete or a successful business person, aging is inevitable, and so is a decline in performance and ability. In this article, Castlepoint CEO Kendall Kings explains how to go from strength to strength by using smarts and wisdom to stay on top of your game as you age.
Castlepoint CEO Kendall King explores the strategic parallels between creating an NBA dream team and assembling a top-notch professional advisory team. Drawing insights from legendary entrepreneurs like Steve Jobs, discover the key roles of advisors, led by a wealth manager as the ‘Point Guard,’ and the vital qualities of A players. Learn how building a cohesive team is essential for achieving personal and financial success, assess your current team, and take action to secure your ‘top five’ for a victorious future.