Adam Lee Archives | Castlepoint Wealth Advisors

What do you know about Annuities?

by Jake Weatherford | Nov 10, 2023 | Annuites, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Jake's Take, Risk Management & Insurance Planning, The Point

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®

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.

Castlepoint Quarterly Webinar: Q3 2023

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!

Can the US Rebound from the Credit Downgrade?

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.

Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations

by Adam Lee | Jul 12, 2023 | Adam Lee, Behavioral Finance, Client & Planner Attitudes, Values & Biases, Investment Planning, Investment Risk, Psychology of Financial Planning, The Point

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.

Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability

by Adam Lee | Jun 2, 2023 | Adam Lee, Investment Planning, Investment Risk, The Point

In Part 3 of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the potential financial benefits of holding individual stocks for more than one year and how tax planning and investing go hand-in-hand to reduce overall tax liability.

Castlepoint Quarterly Webinar: Q1 2023

by Castlepoint Wealth Advisors | May 9, 2023 | Bond & Stock Valuation Conceptions, Investment Planning, Politics & Investing, Quarterly Market Review, The Castlepoint Team, The Point

In this Q1 2023 market review webinar, Castlepoint Partner & Advisor Jake Weatherford, CFP®, and Partner & CIO Adam Lee, CFA®, provide a comprehensive analysis of the first quarter marketplace and current economic climate. The pair focuses on US stocks and bonds, international stocks, and different markets, offering valuable insights and perspectives on the financial industry. They also cover current events impacting the market and discuss why they plan to cover them.

How Government and Political Movements Impact the Markets

by Adam Lee | Jan 12, 2023 | Adam Lee, Economics/Market Specifics, Market Cycles, Politics & Investing, The Point

Government and political movements, both domestic and foreign, have an impact on the markets and how we invest. In this article, Castlepoint Portfolio Manager Adam Lee, CFP®, addresses five big political influences on your wealth.

Stock Market Headlines: Ignore the Hysteria

by Adam Lee | Aug 10, 2022 | Adam Lee, Financial Planning Basics, Psychology of Financial Planning

The stock market is not the economy, and the headlines are not part of your plan. In this article, Castlepoint Portfolio Manager Adam Lee, CFA®, explains why long-term investors shouldn’t get caught up in the hype of headlines and nearsighted news.

Where Does Cryptocurrency Fit in My Portfolio?

by Jake Weatherford | May 9, 2022 | Alternative Investments & Liquidity Risk, Investment Planning, Investment Risk, Jake's Take, The Point

Cryptocurrency has become an exceedingly popular investment vehicle. In these videos, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio Manager Adam Lee discuss whether or not crypto has a place in your portfolio and how to evaluate alternative investments.

« Older Entries

Adam Lee

What do you know about Annuities?

Castlepoint Employee Spotlight – Adam Lee, CFA®

Castlepoint Quarterly Webinar: Q3 2023

Can the US Rebound from the Credit Downgrade?

Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations

Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability

Castlepoint Quarterly Webinar: Q1 2023

How Government and Political Movements Impact the Markets

Stock Market Headlines: Ignore the Hysteria

Where Does Cryptocurrency Fit in My Portfolio?

Authors

Kendall King

Jake Weatherford

Kristen Buchman

Drew Garner

Adam Lee

The Castlepoint Team

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