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 Point
Sleigh Cyber Threats This Holiday Season
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.
From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age
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.
Live Abundantly: Who’s in your top 5?
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.
What do you know about Annuities?
Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®, joins Castlepoint Partner & CIO Adam Lee, CFA®, to discuss the nuances of annuities. The advisory duo explores transparency, fees, and liquidity challenges. Watch this Jake’s Take video to learn why a clear plan is critical to informed decision-making, gain insights into potential pitfalls, and why some of the most successful investors prioritize comprehension over complexity.
Castlepoint Employee Spotlight – Drew Garner, CFP®
If you think Castlepoint Partner, COO & Advisor Drew Garner, CFP®, gets tired wearing so many hats, you would be wrong. He owes his industrious spirit to his father’s advice – “Don’t stop when you’re tired. Stop when the job is done.” Learn more about Drew and what drives him in this Castlepoint Wealth Advisors employee spotlight video.
Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations
Do you own an IRA with a small balance remaining? Castlepoint Advisor Kristen Buchman, CFP®, discusses tax-efficient year-end giving strategies using Qualified Charitable Donations when you have Required Minimum Distributions (RMDs) remaining. Learn how you can close out the year with a positive impact!
Castlepoint Employee Spotlight – Adam Lee, CFA®
You love his humor and unique insights on the Castlepoint blog, like the time he compared holding individual stocks to wrestling a bobcat. Now it’s time to get to know Castlepoint Partner, Portfolio Manager & CIO Adam Lee, CFA®, in this Castlepoint employee spotlight video.
Top 25 Mindsets and Habits of Successful Entrepreneurs
How similar are you to the most successful people in the world? In this blog post, Castlepoint CEO Kendall King delivers his list of the top 25 mindsets and habits of successful entrepreneurs.
Three Questions to Help Determine Your Asset Allocation Strategy
Deciding how to divide your portfolio among different assets is an important investment decision. In this video, Castlepoint Advisor & Partner Jake Weatherford, CFP®, breaks down the three things you should consider when determining your asset allocation strategy.