Recent Articles from Castlepoint Wealth Advisors
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.
Even experienced investors should treat the stock market like it’s their first rodeo. In this article, Castlepoint Advisor Kristen Buchman, CFP®, shares what driving her first car, a stick-shift Isuzu Rodeo, taught her about investing in a turbulent market.
Leave your emotions at the door. In this video, Castlepoint Partner Drew Garner, CFP®, offers up three tips that will help you think strategically instead of reacting emotionally when making investment decisions.
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
With summer fully underway, the job market is flooded with teens working seasonal jobs. While most just want to cover their summer expenses, Castlepoint CEO Kendall King explains a simple investment strategy that can turn that summer cash into a million bucks. And all it really costs is time.
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.
After the second-worst start to a year since 1932, everyone’s hoping for the market to come from behind like Rich Strike in the Kentucky Derby. Unfortunately, there’s no way to determine when a market crisis will turn around. Castlepoint CEO Kendall King offers some smart moves you can make right now to put yourself in a better position when the downturn ends.
Spring is the perfect time of year to pause, reflect, and realign your financial direction. Castlepoint Advisor Kristen Buchman explains how creating a personal financial statement can help you keep your financial goals in sight.
Cryptocurrency has become an exceedingly popular investment vehicle. In these videos, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio Manager Adam Lee discuss whether or not crypto has a place in your portfolio and how to evaluate alternative investments.
Increased stock market volatility can be unnerving even for veteran investors, but is now the wrong time to invest? History says no. Here are some tips from Castlepoint CEO Kendall King to keep in mind as you move forward with your investment plan.