by Jake Weatherford | Mar 14, 2022 | Diversification, Investment Planning, Jake's Take, The Point
With the recent tragic conflict between Russia and Ukraine, many people are wondering what they’re invested in and where. In this video, Castlepoint Partner Jake Weatherford tells you how to find out what is actually in your portfolio.
by Jake Weatherford | Feb 9, 2022 | Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Jake's Take, The Point
Identifying the right financial advisor or team of advisors for you is always a challenge. In this video, Castlepoint Partner Jake Weatherford reveals the seven questions to ask when you’re choosing an independent wealth management firm.
by Jake Weatherford | Jan 12, 2022 | Economics/Market Specifics, Financial Planning Basics, Jake's Take, The Point
In this video, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio Manager Adam Lee discuss stock benchmarks and why the Dow Jones Industrial Average pales in comparison to other popular indexes.
by Jake Weatherford | Nov 2, 2021 | General Tax Content, Jake's Take, Tax & Estate Planning, The Point
In this video blog post, Castlepoint CEO Kendall King and Castlepoint Partner/Advisor Jake Weatherford team up to deliver some year-end tax ideas and the strategies they use to save Castlepoint’s clients on their taxes.
by Jake Weatherford | Oct 4, 2021 | Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
Castlepoint Partner Jake Weatherford and wife Shelbie are excited to introduce their family’s newest investment, baby Elijah! Check out this Jake’s Take article to learn how a 529 college savings account can create a nice bundle of joy by the time college rolls around.
by Jake Weatherford | Aug 26, 2021 | Economics/Market Specifics, Financial Planning Basics, Jake's Take, The Point
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...
by Jake Weatherford | Aug 4, 2021 | IRA, Jake's Take, Retirement Savings & Income, The Point
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.
by Jake Weatherford | Jun 7, 2021 | Investment Planning, Jake's Take, Politics & Investing, The Point
https://youtu.be/YUirWxLvKeE 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...
