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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
28 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
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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The Art of Choosing the Right Fund

In this Jake's Take video, Castlepoint Partners Jake Weatherford, CFP®,

What Do You Know About Insurance Fees?

Do you know what fees might be hidden in your

Election Year Financial Planning

There’s always a lot of worry and speculation surrounding the

Building Wealth Is a Game of Investment Risk Vs. Reward

From portfolio risk to personal risk, building wealth is a

How to Forecast and Weather the Next Recession

In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®,

What do you know about Annuities?

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®,

Three Questions to Help Determine Your Asset Allocation Strategy

Deciding how to divide your portfolio among different assets is

Rule of 72: Determine When You Will Double Your Money

How long will it take your investment to double in

The Power of Compounding Interest

How does compounding interest work, and how can you unlock

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