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 Jake Weatherford | Dec 13, 2023 | Alternative Investments & Liquidity Risk, Asset Allocation & Portfolio Diversification, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Diversification, Financial Planning Basics, Investment Planning, Investment Risk, Jake's Take, Market Cycles, The Point
In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, sit down to discuss recessions and why they’re imminent but challenging to forecast. The dynamic duo explains why they build long-term investment plans to weather recessions and why the strategy at the top of a market cycle is just as important as the strategy at the bottom.
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 | Aug 10, 2022 | Adam Lee, Financial Planning Basics, Psychology of Financial Planning
The stock market is not the economy, and the headlines are not part of your plan. In this article, Castlepoint Portfolio Manager Adam Lee, CFA®, explains why long-term investors shouldn’t get caught up in the hype of headlines and nearsighted news.
by Kristen Buchman | Aug 10, 2022 | Financial Planning Basics, Kristen Buchman, Psychology of Financial Planning
Even experienced investors should treat the stock market like it’s their first rodeo. In this article, Castlepoint Advisor Kristen Buchman, CFP®, shares what driving her first car, a stick-shift Isuzu Rodeo, taught her about investing in a turbulent market.
by Kendall King | May 9, 2022 | Behavioral Finance, Investment Planning, Investment Risk, Kendall's Counsel, Psychology of Financial Planning, The Point
Increased stock market volatility can be unnerving even for veteran investors, but is now the wrong time to invest? History says no. Here are some tips from Castlepoint CEO Kendall King to keep in mind as you move forward with your investment plan.
by Kendall King | Mar 14, 2022 | Investment Planning, Kendall's Counsel, Market Cycles, The Point
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.
