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Jake Weatherford

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Asset Location

By Jake Weatherford

In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager

There’s Still Time to Boost Your 2021 Tax Refund

By Kendall King

The deadline for filing 2021 taxes is fast approaching, but

What Can I Do About Inflation?

By Adam Lee

Inflation rose to a whopping 7% in 2021. In this

What do the events in Ukraine have to do with one’s investments?

By Jake Weatherford

With the recent tragic conflict between Russia and Ukraine, many

A Message From Your Castlepoint Team About Market Volatility

By Kendall King

Volatility in the market due to recent geopolitical events is

7 Questions That Will Help You Choose an Independent Wealth Management Firm

By Jake Weatherford

Identifying the right financial advisor or team of advisors for