The Point
Recent Articles from Castlepoint Wealth Advisors
Don’t Fall for the Comparison Trap
In this article, Castlepoint CEO Kendall King explores the detrimental effects of comparison on our financial and personal well-being. Using insights from a Harvard experiment, Kendall illustrates how comparison skews our perception of happiness and success. He offers strategies to combat this mindset, including practicing gratitude, making value-aligned spending decisions, and surrounding oneself with inspiring individuals. These approaches aim to guide readers towards a more fulfilled and abundant life, free from comparison traps.
The Art of Choosing the Right Fund
In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, emphasize the importance of fully understanding one’s investment strategy before selecting funds. Like building furniture, the process requires the right tools to achieve the desired outcome. Ultimately, the optimal fund choice hinges on the investor’s unique strategy requirements and objectives.
Cash Equivalent Positions
In this episode of Questions With Kian, Castlepoint Associate Advisor Kian Rahmanzadeh, CFP®, MBA, explores the appeal of cash equivalents, which offer returns of about 5.5%. While the low-risk nature of cash-like positions may be attractive, it’s important to consider their lower growth potential compared to market investments, especially for long-term goals. Kian explains when cash equivalents can be advantageous and why they must align with an investor’s goals and investment horizon.
How Do You Manage Your Money to Live Abundantly
Where do you start if you want to manage your money more wisely and steward your wealth so you can live abundantly? In this article, Castlepoint CEO Kendall King shares his plans for his Live Abundantly newsletter while discussing why many people struggle to transition from accumulating assets to spending them wisely.
What Do You Know About Insurance Fees?
Do you know what fees might be hidden in your insurance policies? In this Jake’s Take video, Castlepoint Partners’ Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss the intricacies of insurance policies and insurance fees, with a particular focus on annuities, and emphasize the need for transparency and awareness.
Be Aware of Search Engine Optimization (SEO) Scams
Google processes 5.9 million searches every minute and 8.5 billion searches every day. If you’re one of the billions of people who use search engines, your investment accounts could be the target of online scams. In this article, learn what to look for when you search online so you can stay one step ahead of sneaky scammers.
Making an Impact with Oklahoma City Community Foundation
Castlepoint is honored to serve as one of the Oklahoma City Community’s philanthropic experts and professional advisors from across the state. Find out how OCCF’s advisory team can help you create philanthropic impact for generations.
Can You Have a Productive Midlife Crisis?
As people enter their 40s and 50s, creating a strategy to win the second half of life is essential. In this blog post, Castlepoint CEO Kendall King uses concepts from the book “Halftime” by Bob Buford to show how you can have a productive midlife crisis by moving from a “success” mindset to a “significance” mindset in the second half of life.
Election Year Financial Planning
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.
A Framework for Intentional Living through Priority Alignment
Many ambitious business people find that success at work comes with failure at home. In this article, Castlepoint CEO Kendall King drops six f-words that will help you balance your personal and professional priorities so you can lead with intention in every facet of your life.
Authors
Kendall King
Jake Weatherford
Kristen Buchman
Drew Garner
Adam Lee
Kian Rahmanzadeh
