by Adam Lee | Apr 13, 2023 | Adam Lee, Asset Allocation & Portfolio Diversification, Diversification, Investment Risk, The Point
Holding bobcat and individual stocks both have inherent risks. In this article, Castlepoint Partner & CIO Adam Lee, CFA®, uses bobcat wrestling to explain risk tolerance and compares the risk of individual stocks to a diversified portfolio.
by Kendall King | Mar 9, 2023 | Kendall's Counsel, Retirement Income and Distributions, Retirement Savings & Income
Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.
by Jake Weatherford | Feb 10, 2023 | Jake's Take, Retirement Savings & Income, Social Security & Medicare Planning, The Point
As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
by Ted Creegan | Dec 14, 2022 | Financial Planning Basics, Retirement Income and Distributions, Retirement Savings & Income, Ted Creegan, The Point
RMDs (Required Minimum Distributions) are a necessary topic of conversation when dealing with retirement savings. This video from Castlepoint Advisor Ted Creegan, CFP®, will help you navigate the basics of RMDs.
by Jake Weatherford | Nov 10, 2022 | Jake's Take, The Point
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with Castlepoint Associate & Marketing Specialist Ansel Jeffries to discuss Ansel’s career journey from college to financial planning.
by Kristen Buchman | Aug 10, 2022 | Financial Planning Basics, Kristen Buchman, Psychology of Financial Planning
Even experienced investors should treat the stock market like it’s their first rodeo. In this article, Castlepoint Advisor Kristen Buchman, CFP®, shares what driving her first car, a stick-shift Isuzu Rodeo, taught her about investing in a turbulent market.
by Drew Garner | Aug 10, 2022 | Drew Garner, Psychology of Financial Planning, The Point
Leave your emotions at the door. In this video, Castlepoint Partner Drew Garner, CFP®, offers up three tips that will help you think strategically instead of reacting emotionally when making investment decisions.
by Kristen Buchman | May 9, 2022 | Client & Planner Attitudes, Values & Biases, Kristen Buchman, Psychology of Financial Planning, The Point
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.
