by Castlepoint Wealth Advisors | Jan 13, 2023 | The Castlepoint Team, The Point
From compliance to client services, Melissa Ray plays a vital role in Castlepoint’s day-to-day operations. Check out this employee spotlight video to learn more about Melissa and her responsibilities as Castlepoint partner, CCO, and Director of Client Services.
by Castlepoint Wealth Advisors | Dec 9, 2021 | The Castlepoint Team, The Point, Uncategorized
With online shopping for the holidays in full swing, cybercriminals and scammers are on the prowl. In this blog post, the Castlepoint team unwraps some online safety tips to make sure you practice good cyber hygiene this holiday season.
by Castlepoint Wealth Advisors | Feb 12, 2020 | Behavioral Finance, In The News, Psychology of Financial Planning
https://oklahoman.com/article/5654755/coronavirus-isnt-impacting-markets
by Castlepoint Wealth Advisors | Feb 4, 2020 | In The News, Retirement Savings & Income, Social Security & Medicare Planning
https://oklahoman-com.cdn.ampproject.org/c/s/oklahoman.com/article/5653081/to-draw-social-security-benefits-recipients-need-at-least-10-years-of-work/amp
by Castlepoint Wealth Advisors | Nov 7, 2019 | In The News, IRA, Retirement Savings & Income
https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions
by Castlepoint Wealth Advisors | Oct 4, 2019 | Education Saving Vehicles & Education Funding, Financial Planning Basics, In The News
https://oklahoman.com/article/5643066/no-headline
by Castlepoint Wealth Advisors | Jun 10, 2019 | Economics/Market Specifics, Financial Planning Basics, In The News
https://oklahoman.com/article/5633030/economic-cost-of-tariffs-is-hard-to-measure
by Castlepoint Wealth Advisors | May 1, 2019 | In The News, Investment Planning, Investment Risk
https://newsok.com/article/5630194/target-date-funds-carry-advantages-disadvantages
by Castlepoint Wealth Advisors | Mar 26, 2019 | General Tax Content, In The News, Tax & Estate Planning
https://newsok.com/article/5626852/tax-exclusions-apply-to-retirement-college-saving-accounts-and-more
by Castlepoint Wealth Advisors | Nov 8, 2018 | Behavioral Finance, In The News, Psychology of Financial Planning
http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F11%2F08&id=Ar01707&sk=4678D0DC
