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Recent Articles From Castlepount Wealth Advisors

Authors

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

1 posts

Kristen Buchman

6 posts

Ted Creegan

2 posts

The Castlepoint Team

50 posts

The Castlepoint Team

Q & A with Kendall W. King: Economic cost of tariffs is hard to measure

By The Castlepoint Team

https://oklahoman.com/article/5633030/economic-cost-of-tariffs-is-hard-to-measure

Q & A with Kendall W. King: Target date funds carry advantages, disadvantages

By The Castlepoint Team

https://newsok.com/article/5630194/target-date-funds-carry-advantages-disadvantages

Q & A with Kendall W. King: Tax exclusions apply to retirement, college savings accounts and more

By The Castlepoint Team

https://newsok.com/article/5626852/tax-exclusions-apply-to-retirement-college-saving-accounts-and-more

Q & A with Kendall W. King: Stock drops feel scary, but are necessary

By The Castlepoint Team

http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F11%2F08&id=Ar01707&sk=4678D0DC

Q & A with Kendall W. King: Bull market doesn’t mean bear market is definitely on horizon

By The Castlepoint Team

http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F10%2F11&id=Ar02001&sk=AF0B3571

Q & A with Kendall W. King: Appeals court kills fiduciary rule, leaving small investors most vulnerable

By The Castlepoint Team

http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F08%2F23&id=Ar02207&sk=7A052682

Q & A with Kendall W. King: Diversified investments and discipline offer protection in trade war volatility

By The Castlepoint Team

http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F07%2F19&id=Ar02000&sk=E1D5F494

Q & A With Kendall W. King: Different kinds of trusts may be needed based on family and financial situations

By The Castlepoint Team

http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F06%2F15&id=Ar02005&sk=836C1886

Q&A with Kendall W. King: Parents, grandparents should understand 529 Plan rules to maximize educational benefits

By The Castlepoint Team

http://newsok.com/article/5591328/qa-with-kendall-w.-king-parents-grandparents-should-understand-529-plan-rules-to-maximize-educational-benefits

Q&A with Kendall W. King: Financial adviser’s goal is for clients to have abundant lives

By The Castlepoint Team

http://newsok.com/article/5589069/executive-qa-with-kendall-w.-king-financial-advisers-goal-is-for-clients-to-have-abundant-lives