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!
‘Twas the night before Christmas (On Wall Street)
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Adam Lee
Castlepoint Blog: The Point
Can the US Rebound from the Credit Downgrade?
The U.S. government recently received a credit downgrade. Castlepoint Partner & CIO Adam Lee, CFA®, explains why it’s not any bigger of a deal than that time Dennis Rodman went to Vegas before grabbing 14 rebounds and winning an NBA championship.
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.
Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability
In Part 3 of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the potential financial benefits of holding individual stocks for more than one year and how tax planning and investing go hand-in-hand to reduce overall tax liability.
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.
Risk Tolerance and Holding Individual Stocks: Part 2
In the second part of the Risk Tolerance and Holding Individual Stocks series, Castlepoint Partner & CIA Adam Lee, CFA®, eschews wildlife analogies to provide straightforward principles that can help mitigate the risks of picking individual stocks. These principles include holding periods, historical Beta, and implied volatility.
Risk Tolerance and Holding Individual Stocks: Part 1
Holding bobcat and individual stocks both have inherent risks. In this article, Castlepoint Partner & CIO Adam Lee, CFA®, uses bobcat wrestling to explain risk tolerance and compares the risk of individual stocks to a diversified portfolio.
How Government and Political Movements Impact the Markets
Government and political movements, both domestic and foreign, have an impact on the markets and how we invest. In this article, Castlepoint Portfolio Manager Adam Lee, CFP®, addresses five big political influences on your wealth.
Stock Market Headlines: Ignore the Hysteria
The stock market is not the economy, and the headlines are not part of your plan. In this article, Castlepoint Portfolio Manager Adam Lee, CFA®, explains why long-term investors shouldn’t get caught up in the hype of headlines and nearsighted news.
What Can I Do About Inflation?
Inflation rose to a whopping 7% in 2021. In this article, Castlepoint Portfolio Manager Adam Lee provides some valuable tips to help offset the impact of soaring inflations rates so you can continue to live abundantly.
Authors
Kendall King
Jake Weatherford
Kristen Buchman
Drew Garner
Adam Lee
