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.
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.
Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.
As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
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.
To pay off your mortgage or not to pay it off—that is the question. A rule of thumb is to retire your mortgage before retiring from your job, but is that the right plan for everyone. Castlepoint CEO Kendall King offers up valuable insights to help you make the decision that’s right for you.
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.