by Jake Weatherford | Dec 15, 2022 | 401k, Jake's Take, Retirement Savings & Income, The Point
Many companies offer a 401(k) as a retirement savings plan. If you’re trying to decide how to invest your 401(k), Castlepoint Partner Jake Weatherford, CFP®, provides six tips that could help high-income earners maximize their 401(k) retirement plan.
by Jake Weatherford | Nov 10, 2022 | Jake's Take, The Point
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with Castlepoint Associate & Marketing Specialist Ansel Jeffries to discuss Ansel’s career journey from college to financial planning.
by Jake Weatherford | Sep 8, 2022 | Investment Planning, Jake's Take, The Point
We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
by Jake Weatherford | Jun 7, 2022 | IRA, Jake's Take, Retirement Savings & Income, The Point
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.
by Jake Weatherford | May 9, 2022 | Alternative Investments & Liquidity Risk, Investment Planning, Investment Risk, Jake's Take, The Point
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.
by Jake Weatherford | Apr 5, 2022 | Asset Allocation & Portfolio Diversification, Investment Planning, Jake's Take, The Point
In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager Adam Lee explain why understanding the tax advantages of Asset LOCATION are just as important as being familiar with Asset ALLOCATION.
by Jake Weatherford | Mar 14, 2022 | Diversification, Investment Planning, Jake's Take, The Point
With the recent tragic conflict between Russia and Ukraine, many people are wondering what they’re invested in and where. In this video, Castlepoint Partner Jake Weatherford tells you how to find out what is actually in your portfolio.
