The Point

More Money Won’t Make You Happy- part 2

In the second part of this three-part series, Kendall King leverages his experience with clients to discuss whether or not more money will lead to more happiness.

Content: https://www.linkedin.com/pulse/more-money-wont-make-you-happy-part-2-kendall-king-orepc/?trackingId=…

A Quick History of Our Industry

In this video, Jake Weatherford and Adam Lee discuss the history of our industry and what advisors are for.

YouTube video: 

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Prepared by Castlepoint Wealth Advisors, March 2026 Executive Summary Trump