by Castlepoint Wealth Advisors | Oct 12, 2023 | The Castlepoint Team, The Point
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.
by Kendall King | Oct 12, 2023 | Behavioral Finance, Client & Planner Attitudes, Values & Biases, Education Saving Vehicles & Education Funding, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Retirement Savings & Income, The Point, Time Management & Productivity
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.
by Jake Weatherford | Oct 12, 2023 | Jake's Take, The Point
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.
by Castlepoint Wealth Advisors | Sep 12, 2023 | Investment Planning, Quarterly Market Review, The Castlepoint Team, The Point, Uncategorized
In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss how much money is needed for retirement and provide two fictional scenarios to help illustrate their thoughts on goal-setting, allocation, investment amounts, and much more!
by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point
Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.
by Jake Weatherford | Aug 10, 2023 | Financial Planning Basics, Investment Planning, Jake's Take, The Point
How long will it take your investment to double in value? In this Jake’s Take video, Castlepoint Wealth Advisors Partner & Advisor Jake Weatherford, CFP®, explains the Rule of 72 and how it can give you a ballpark timeframe for doubling your money.
by Adam Lee | Aug 10, 2023 | Adam Lee, Client & Planner Attitudes, Values & Biases, Economics/Market Specifics, Politics & Investing, The Point
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.
by Castlepoint Wealth Advisors | Aug 10, 2023 | The Castlepoint Team, The Point
Say hello to Jake Weatherford, one of the founders of Castlepoint Wealth Advisors. In addition to helping Castlepoint clients live abundantly through disciplined financial planning and wealth management, Jake spearheads many of Castlepoint’s marketing and client appreciation initiatives.
by Jake Weatherford | Jul 12, 2023 | Behavioral Finance, Financial Planning Basics, Investment Planning, Jake's Take, Retirement Savings & Income, Risk Management & Insurance Planning, The Point
How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.
by Castlepoint Wealth Advisors | Jul 12, 2023 | The Castlepoint Team, The Point
Meet Kian Rahmanzadeh! From a soccer athlete at Oklahoma City University to a vital contributor to Castlepoint’s operations, Kian is a valued cornerstone of our firm. We are excited for you to learn more about him and his role on our advisory team!
