My portfolio and The President

Castlepoint Blog: Investment Planning, Jake's Take, Politics & Investing, The Point
June 07, 2021


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 LAZINESS. Often the best thing you can do for your retirement portfolio is NOTHING. There is NO RELIABLE DATA to tell us that you should completely alter your allocation when a republican or a democrat is elected.

Being aware of new policies that will be written is often prudent for certain areas of your portfolio. Trying to time the market based on the next president is however usually not the best idea.

Important Disclosure: The information presented here is for general education and informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of investment strategies mentioned may not be suitable for everyone and each investor needs to make a decision for his or her own particular situation. Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

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 Senior 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.