global markets Archives | Castlepoint Wealth Advisors

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.

Is It Time to Get Out of the Stock Market?

by Kendall King | May 9, 2022 | Behavioral Finance, Investment Planning, Investment Risk, Kendall's Counsel, Psychology of Financial Planning, The Point

Increased stock market volatility can be unnerving even for veteran investors, but is now the wrong time to invest? History says no. Here are some tips from Castlepoint CEO Kendall King to keep in mind as you move forward with your investment plan.

What do the events in Ukraine have to do with one’s investments?

by Jake Weatherford | Mar 14, 2022 | Diversification, Investment Planning, Jake's Take, The Point

With the recent tragic conflict between Russia and Ukraine, many people are wondering what they’re invested in and where. In this video, Castlepoint Partner Jake Weatherford tells you how to find out what is actually in your portfolio.

A Message From Your Castlepoint Team About Market Volatility

by Kendall King | Mar 14, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point

Volatility in the market due to recent geopolitical events is a concern for many investors. In this article, Castlepoint CEO Kendall King offers up three simple tips that will help you make the best out of the downturn.

global markets

Castlepoint Quarterly Webinar: Q1 2023

Is It Time to Get Out of the Stock Market?

What do the events in Ukraine have to do with one’s investments?

A Message From Your Castlepoint Team About Market Volatility

Authors

Kendall King

Jake Weatherford

Kristen Buchman

Drew Garner

Adam Lee

The Castlepoint Team

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