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 | Jan 9, 2024 | Investment Planning, Investment Risk, Jake's Take, The Point
From portfolio risk to personal risk, building wealth is a game of risk versus reward. In this Jake’s Take video, Castlepoint Partners Adam Lee, CFA® and Jake Weatherford, CFP®, discuss the many different types of investment risk and how risk looks different from one person and situation to the next.
by Jake Weatherford | Nov 10, 2023 | Annuites, Financial Planning Basics, Financial Planning Process/Choosing Financial Advisors, Jake's Take, Risk Management & Insurance Planning, The Point
Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®, joins Castlepoint Partner & CIO Adam Lee, CFA®, to discuss the nuances of annuities. The advisory duo explores transparency, fees, and liquidity challenges. Watch this Jake’s Take video to learn why a clear plan is critical to informed decision-making, gain insights into potential pitfalls, and why some of the most successful investors prioritize comprehension over complexity.
