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 Kian Rahmanzadeh | Apr 11, 2024 | Cash Flow Management, Financial Planning Basics, Investment Planning, Kian Rahmanzadeh, The Point
In this episode of Questions With Kian, Castlepoint Associate Advisor Kian Rahmanzadeh, CFP®, MBA, explores the appeal of cash equivalents, which offer returns of about 5.5%. While the low-risk nature of cash-like positions may be attractive, it’s important to consider their lower growth potential compared to market investments, especially for long-term goals. Kian explains when cash equivalents can be advantageous and why they must align with an investor’s goals and investment horizon.
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 Drew Garner | Jun 2, 2023 | 401k, Drew Garner, Financing Strategies and Debt Management, Investment Planning, IRA, Retirement Savings & Income, The Point
With all the rules and options, starting a 401(k) plan through your employer can be a daunting task. In this comprehensive 401k overview video, Castlepoint Partner, COO & Advisor Drew Garner, CFP®, discusses contribution limits, vesting schedules, types of 401k plans, investment options, and employer matching.
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.
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.
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 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 Kendall King | Nov 10, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
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.
