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Recent Articles From Castlepount Wealth Advisors

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30 posts
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
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Castlepoint Partner & CIO Adam Lee, CFA®, tells a story
The U.S. government recently received a credit downgrade. Castlepoint Partner
In the final part of the “Risk Tolerance and Holding
In Part 3 of the “Risk Tolerance and Holding Individual
The debt ceiling crisis has captured headlines once again, but
In the second part of the Risk Tolerance and Holding
Holding bobcat and individual stocks both have inherent risks. In
Government and political movements, both domestic and foreign, have an
The stock market is not the economy, and the headlines
Inflation rose to a whopping 7% in 2021. In this