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.
