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.
What are RMDs?
read more
investing
Castlepoint Blog: The Point
How to Thrive in a Bear Market
2022 has been a disappointing year for investors. With the market recently dropping fast again, it’s important to look at history for comfort. Castlepoint CEO Kendall King explains why perspective is key to thriving in a bear market and why a bull market is likely to come soon.
Stock Market Headlines: Ignore the Hysteria
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.
Treat the Stock Market Like Your First Rodeo
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.
Avoid the Pitfalls of Emotional Investing
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.
College Student Summer Savings Options
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
How to Turn that Summer Job Into a Million Bucks
With summer fully underway, the job market is flooded with teens working seasonal jobs. While most just want to cover their summer expenses, Castlepoint CEO Kendall King explains a simple investment strategy that can turn that summer cash into a million bucks. And all it really costs is time.
The Advantages of Backdoor Roth IRA Conversions
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
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.
Where Does Cryptocurrency Fit in My Portfolio?
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.
Authors
Kendall King
Jake Weatherford
Kristen Buchman
Drew Garner
Adam Lee
