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.
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.
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.
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.
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.
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.
by Jake Weatherford | Apr 5, 2022 | Asset Allocation & Portfolio Diversification, Investment Planning, Jake's Take, The Point
In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager Adam Lee explain why understanding the tax advantages of Asset LOCATION are just as important as being familiar with Asset ALLOCATION.
by Adam Lee | Apr 5, 2022 | Adam Lee, Economics/Market Specifics, Financial Planning Basics, The Point
Inflation rose to a whopping 7% in 2021. In this article, Castlepoint Portfolio Manager Adam Lee provides some valuable tips to help offset the impact of soaring inflations rates so you can continue to live abundantly.
