Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.
Adam Lee
Election Year Financial Planning
There’s always a lot of worry and speculation surrounding the stock market during a presidential election year. In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the role of politics in stock market returns and dive into data that shows historically positive returns regardless of who wins the election.
Building Wealth Is a Game of Investment Risk Vs. Reward
From portfolio risk to personal risk, building wealth is a game of risk versus reward. In this Jake’s Take video, Castlepoint Partners Adam Lee, CFA® and Jake Weatherford, CFP®, discuss the many different types of investment risk and how risk looks different from one person and situation to the next.
‘Twas the night before Christmas (On Wall Street)
Castlepoint Partner & CIO Adam Lee, CFA®, tells a story of Christmas Eve musings, blending market reflections with St. Nick’s potential influence. Merry Christmas and investment wisdom!
How to Forecast and Weather the Next Recession
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.
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 – 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.
Castlepoint Quarterly Webinar: Q3 2023
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!
Can the US Rebound from the Credit Downgrade?
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.
Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations
In the final part of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the benefits of delaying taxes for potential growth and the role personal motivations often play in investment decisions.