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.
investment
What Do You Know About Insurance Fees?
Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.
Is $5 Million Enough to Make You Rich?
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.
A Message From Your Castlepoint Team About Market Volatility
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.