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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
33 posts
Kian Rahmanzadeh
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Reagan Herrera
Reagan Herrera
1 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
51 posts
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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

Back 2 Basics: Life Insurance Needs Analysis

If you’ve ever wondered how much life insurance you need,

2022 Portfolio Performance and the Future of Social Security

As we continue to march into a new year, Castlepoint

6 Tips for High-Income Earners with a 401(k)

Many companies offer a 401(k) as a retirement savings plan.

Financial Planning Journey with Ansel Jeffries

Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with

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