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.
Castlepoint Wealth Advisors
Holiday Season Cyber Hygiene
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.
Q&A with Kendall King: Coronavirus isn’t impacting markets
https://oklahoman.com/article/5654755/coronavirus-isnt-impacting-markets
Q&A with Jake Weatherford: To draw Social Security benefits, recipients need at least 10 years of work
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
Q & A with Kendall King: Year-end is a good time to consider Roth conversions
https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions
Q & A with Kendall W. King: College tuition still rising but not as fast
https://oklahoman.com/article/5643066/no-headline
Q & A with Kendall W. King: Economic cost of tariffs is hard to measure
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
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
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
http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F11%2F08&id=Ar01707&sk=4678D0DC