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Resources/ Client portal
Recent Articles From Castlepount Wealth Advisors
Authors
Jake Weatherford
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.
Kian Rahmanzadeh
1 posts
Kristen Buchman
6 posts
Reagan Herrera
1 posts
Ted Creegan
2 posts
The Castlepoint Team
50 posts
Adam Lee
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‘Twas the night before Christmas (On Wall Street)
By
Adam Lee
Castlepoint Partner & CIO Adam Lee, CFA®, tells a story
Can the US Rebound from the Credit Downgrade?
By
Adam Lee
The U.S. government recently received a credit downgrade. Castlepoint Partner
Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations
By
Adam Lee
In the final part of the “Risk Tolerance and Holding
Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability
By
Adam Lee
In Part 3 of the “Risk Tolerance and Holding Individual
The Debt Ceiling and Asteroids
By
Adam Lee
The debt ceiling crisis has captured headlines once again, but
Risk Tolerance and Holding Individual Stocks: Part 2
By
Adam Lee
In the second part of the Risk Tolerance and Holding
Risk Tolerance and Holding Individual Stocks: Part 1
By
Adam Lee
Holding bobcat and individual stocks both have inherent risks. In
How Government and Political Movements Impact the Markets
By
Adam Lee
Government and political movements, both domestic and foreign, have an
Stock Market Headlines: Ignore the Hysteria
By
Adam Lee
The stock market is not the economy, and the headlines
What Can I Do About Inflation?
By
Adam Lee
Inflation rose to a whopping 7% in 2021. In this
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