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.
Financial advice
Castlepoint Blog: The Point
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Never Waste a Market Crisis
After the second-worst start to a year since 1932, everyone’s hoping for the market to come from behind like Rich Strike in the Kentucky Derby. Unfortunately, there’s no way to determine when a market crisis will turn around. Castlepoint CEO Kendall King offers some smart moves you can make right now to put yourself in a better position when the downturn ends.
Realign Your Financial Direction
Spring is the perfect time of year to pause, reflect, and realign your financial direction. Castlepoint Advisor Kristen Buchman explains how creating a personal financial statement can help you keep your financial goals in sight.