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.
stock market
Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability
In Part 3 of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the potential financial benefits of holding individual stocks for more than one year and how tax planning and investing go hand-in-hand to reduce overall tax liability.
Castlepoint Quarterly Webinar: Q1 2023
In this Q1 2023 market review webinar, Castlepoint Partner & Advisor Jake Weatherford, CFP®, and Partner & CIO Adam Lee, CFA®, provide a comprehensive analysis of the first quarter marketplace and current economic climate. The pair focuses on US stocks and bonds, international stocks, and different markets, offering valuable insights and perspectives on the financial industry. They also cover current events impacting the market and discuss why they plan to cover them.
Risk Tolerance and Holding Individual Stocks: Part 2
In the second part of the Risk Tolerance and Holding Individual Stocks series, Castlepoint Partner & CIA Adam Lee, CFA®, eschews wildlife analogies to provide straightforward principles that can help mitigate the risks of picking individual stocks. These principles include holding periods, historical Beta, and implied volatility.
Risk Tolerance and Holding Individual Stocks: Part 1
Holding bobcat and individual stocks both have inherent risks. In this article, Castlepoint Partner & CIO Adam Lee, CFA®, uses bobcat wrestling to explain risk tolerance and compares the risk of individual stocks to a diversified portfolio.
How to Thrive in a Bear Market
2022 has been a disappointing year for investors. With the market recently dropping fast again, it’s important to look at history for comfort. Castlepoint CEO Kendall King explains why perspective is key to thriving in a bear market and why a bull market is likely to come soon.
Stock Market Headlines: Ignore the Hysteria
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.