The Point

Recent Articles from Castlepoint Wealth Advisors

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.

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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.

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How to Forecast and Weather the Next Recession

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.

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Live Abundantly: Who’s in your top 5?

Castlepoint CEO Kendall King explores the strategic parallels between creating an NBA dream team and assembling a top-notch professional advisory team. Drawing insights from legendary entrepreneurs like Steve Jobs, discover the key roles of advisors, led by a wealth manager as the ‘Point Guard,’ and the vital qualities of A players. Learn how building a cohesive team is essential for achieving personal and financial success, assess your current team, and take action to secure your ‘top five’ for a victorious future.

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