The Point Archives | Castlepoint Wealth Advisors

Don’t Fall for the Comparison Trap

by Kendall King | Apr 11, 2024 | Behavioral Finance, Client & Planner Attitudes, Values & Biases, Financial Planning Basics, Kendall's Counsel, Psychology of Financial Planning, The Point

In this article, Castlepoint CEO Kendall King explores the detrimental effects of comparison on our financial and personal well-being. Using insights from a Harvard experiment, Kendall illustrates how comparison skews our perception of happiness and success. He offers strategies to combat this mindset, including practicing gratitude, making value-aligned spending decisions, and surrounding oneself with inspiring individuals. These approaches aim to guide readers towards a more fulfilled and abundant life, free from comparison traps.

The Art of Choosing the Right Fund

by Jake Weatherford | Apr 11, 2024 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Bond & Stock Valuation Conceptions, Client & Planner Attitudes, Values & Biases, Diversification, Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Investment Risk, Jake's Take, Market Cycles, Psychology of Financial Planning, The Point

In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, emphasize the importance of fully understanding one’s investment strategy before selecting funds. Like building furniture, the process requires the right tools to achieve the desired outcome. Ultimately, the optimal fund choice hinges on the investor’s unique strategy requirements and objectives.

Cash Equivalent Positions

by Kian Rahmanzadeh | Apr 11, 2024 | Cash Flow Management, Financial Planning Basics, Investment Planning, Kian Rahmanzadeh, The Point

In this episode of Questions With Kian, Castlepoint Associate Advisor Kian Rahmanzadeh, CFP®, MBA, explores the appeal of cash equivalents, which offer returns of about 5.5%. While the low-risk nature of cash-like positions may be attractive, it’s important to consider their lower growth potential compared to market investments, especially for long-term goals. Kian explains when cash equivalents can be advantageous and why they must align with an investor’s goals and investment horizon.

How Do You Manage Your Money to Live Abundantly

by Kendall King | Mar 15, 2024 | Financial Planning Basics, Investment Planning, Kendall's Counsel, Retirement Savings & Income, The Point

Where do you start if you want to manage your money more wisely and steward your wealth so you can live abundantly? In this article, Castlepoint CEO Kendall King shares his plans for his Live Abundantly newsletter while discussing why many people struggle to transition from accumulating assets to spending them wisely.

What Do You Know About Insurance Fees?

by Jake Weatherford | Mar 15, 2024 | Financial Planning Basics, Investment Planning, Jake's Take, Laws & Regulations, Risk Management & Insurance Planning, The Point

Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.

Be Aware of Search Engine Optimization (SEO) Scams

by Castlepoint Wealth Advisors | Mar 15, 2024 | Financial Planning Basics, Risk Management & Insurance Planning, The Castlepoint Team, The Point

Google processes 5.9 million searches every minute and 8.5 billion searches every day. If you’re one of the billions of people who use search engines, your investment accounts could be the target of online scams. In this article, learn what to look for when you search online so you can stay one step ahead of sneaky scammers.

Making an Impact with Oklahoma City Community Foundation

by Castlepoint Wealth Advisors | Mar 15, 2024 | The Castlepoint Team, The Point

Castlepoint is honored to serve as one of the Oklahoma City Community’s philanthropic experts and professional advisors from across the state. Find out how OCCF’s advisory team can help you create philanthropic impact for generations.

Can You Have a Productive Midlife Crisis?

by Kendall King | Feb 14, 2024 | Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Kendall's Counsel, Legacy Planning, Personal Development, The Point

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.

Election Year Financial Planning

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.

A Framework for Intentional Living through Priority Alignment

by Kendall King | Jan 9, 2024 | Kendall's Counsel, Leadership, The Point, Time Management & Productivity

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.

The Point

The Art of Choosing the Right Fund

Cash Equivalent Positions

How Do You Manage Your Money to Live Abundantly

What Do You Know About Insurance Fees?

Be Aware of Search Engine Optimization (SEO) Scams

Making an Impact with Oklahoma City Community Foundation

Can You Have a Productive Midlife Crisis?

Election Year Financial Planning

A Framework for Intentional Living through Priority Alignment

Authors

Kendall King

Jake Weatherford

Kristen Buchman

Drew Garner

Adam Lee

The Castlepoint Team

Subscribe to our Newsletter

Success!