Where Does Cryptocurrency Fit in My Portfolio?

Castlepoint Blog: Alternative Investments & Liquidity Risk, Investment Planning, Investment Risk, Jake's Take, The Point
May 09, 2022

Unless you’ve lived under a rock the past 5 years, I’m sure you’ve heard of a worldwide craze known as cryptocurrency. In this video, Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss where cryptocurrency TRULY has a place in your portfolio!

In this video, Adam Lee, CFA®, walks you through a tool that you can use to decide which investments best suit your individual needs! Sit back and plant yourself in your seat, as you learn about the Decision Tree!

The content of these videos are developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Senior Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.