by Jake Weatherford | Apr 11, 2024 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Bond & Stock Valuation Conceptions, Client & Planner Attitudes, Values & Biases, Diversification, Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Investment Risk, Jake's Take, Market Cycles, Psychology of Financial Planning, The Point
In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, emphasize the importance of fully understanding one’s investment strategy before selecting funds. Like building furniture, the process requires the right tools to achieve the desired outcome. Ultimately, the optimal fund choice hinges on the investor’s unique strategy requirements and objectives.
by Kendall King | Mar 15, 2024 | Financial Planning Basics, Investment Planning, Kendall's Counsel, Retirement Savings & Income, The Point
Where do you start if you want to manage your money more wisely and steward your wealth so you can live abundantly? In this article, Castlepoint CEO Kendall King shares his plans for his Live Abundantly newsletter while discussing why many people struggle to transition from accumulating assets to spending them wisely.
by Jake Weatherford | Feb 14, 2024 | Economics/Market Specifics, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Investment Planning, Jake's Take, Politics & Investing, Risk Management & Insurance Planning, The Point
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.
by Jake Weatherford | Dec 13, 2023 | Alternative Investments & Liquidity Risk, Asset Allocation & Portfolio Diversification, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Diversification, Financial Planning Basics, Investment Planning, Investment Risk, Jake's Take, Market Cycles, The Point
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.
by Kendall King | Dec 13, 2023 | Entrepreneurship, Kendall's Counsel, Leadership, The Point
Whether you’re a superstar athlete or a successful business person, aging is inevitable, and so is a decline in performance and ability. In this article, Castlepoint CEO Kendall Kings explains how to go from strength to strength by using smarts and wisdom to stay on top of your game as you age.
by Kristen Buchman | Nov 10, 2023 | Financial Planning Basics, Financing Strategies and Debt Management, Kristen Buchman, Tax & Estate Planning, The Point
Do you own an IRA with a small balance remaining? Castlepoint Advisor Kristen Buchman, CFP®, discusses tax-efficient year-end giving strategies using Qualified Charitable Donations when you have Required Minimum Distributions (RMDs) remaining. Learn how you can close out the year with a positive impact!
by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point
Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.
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 Jake Weatherford | May 5, 2023 | 401k, IRA, Jake's Take, Retirement Savings & Income, The Point
https://youtu.be/w6_oyY4kefo Congratulations! You just moved workplaces or retired. Now, what do you do with that old 401(k)? In the second installment of the Jake’s Take “Back 2 Basics” series, Castlepoint Partner and Advisor Jake Weatherford, CFP®, lets you know you...
by Adam Lee | May 5, 2023 | Adam Lee, Asset Allocation & Portfolio Diversification, Diversification, Investment Risk, The Point
In the second part of the Risk Tolerance and Holding Individual Stocks series, Castlepoint Partner & CIA Adam Lee, CFA®, eschews wildlife analogies to provide straightforward principles that can help mitigate the risks of picking individual stocks. These principles include holding periods, historical Beta, and implied volatility.
