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When to Buy Stocks in a Hot Market

When to Buy Stocks in a Hot Market

This month’s article was written by our portfolio manager—and newest addition to the team—Adam Lee. Here at Castlepoint, we often hear these very reasonable questions: Why should I invest in the market now? Isn’t it at an all-time high? Should I wait for it to...
The Impact of Inflation

The Impact of Inflation

What are your thoughts on inflation? Are you positioned to increase your purchasing power even in retirement? If you are interested in a deeper dive into inflation after this video, I encourage you to dive into Kendall King, CFP®, AEP® recent article, Should you worry...
Second Quarter 2021 Market Review

Second Quarter 2021 Market Review

View the Second Quarter 2021 Market ReviewDownload the Second Quarter 2021 Market Review Dear Client,As our country and world continued to recover from the global pandemic in the first half of this year, the market has prevailed. There have still been ups and downs...
Roth IRA vs Tradition IRA vs Brokerage Account

My portfolio and The President

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 LAZINESS. Often the best...