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Jake Weatherford Discusses Stock Benchmarks with Adam Lee

Castlepoint Blog: Economics/Market Specifics, Financial Planning Basics, Jake's Take, The Point
January 12, 2022

Castlepoint Wealth Advisors Partner/Advisor Jake Weatherford chats with Castlepoint Portfolio Manager Adam Lee about stock benchmarks and why the Dow Jones Industrial Average pales in comparison to other popular indexes.

Check out Adam’s article on The Point for an interesting take on the Dow and why its benchmarking system didn’t even make sense in 1896.

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Wealth Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.