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 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 Kendall King | Oct 12, 2023 | Behavioral Finance, Client & Planner Attitudes, Values & Biases, Education Saving Vehicles & Education Funding, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Retirement Savings & Income, The Point, Time Management & Productivity
How similar are you to the most successful people in the world? In this blog post, Castlepoint CEO Kendall King delivers his list of the top 25 mindsets and habits of successful entrepreneurs.
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 | Jul 12, 2023 | Adam Lee, Behavioral Finance, Client & Planner Attitudes, Values & Biases, Investment Planning, Investment Risk, Psychology of Financial Planning, The Point
In the final part of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the benefits of delaying taxes for potential growth and the role personal motivations often play in investment decisions.
