Skip to content
Client Relationship Summary
Client Portal
Careers
405-705-2906
info@castlepointwealth.com
Resources
Blog
Resources
Blog
Resources
Blog
Resources
Blog
Our Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
Our Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
The Point
Recent Articles From Castlepoint
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
All Posts
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
View All Posts
Jake Weatherford Discusses Stock Benchmarks with Adam Lee
By
Jake Weatherford
In this video, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio
Stock Benchmarks and The DOW
By
Adam Lee
Castlepoint Portfolio Manager Adam Lee takes a trip back in
Holiday Season Cyber Hygiene
By
The Castlepoint Team
With online shopping for the holidays in full swing, cybercriminals
How to Prepare for Proposed Income Tax Changes
By
Kendall King
With upcoming income tax changes still unclear, Castlepoint CEO Kendall
Year-End Tax Ideas
By
Jake Weatherford
In this video blog post, Castlepoint CEO Kendall King and
Investing During All-time Highs
By
Kendall King
The last 18 months have seen the market reach all-time
<
Page
1
Page
2
Page
3
Page
4
Page
5
Page
6
Page
7
Page
8
Page
9
Page
10
Page
11
Page
12
Page
13
Page
14
Page
15
Page
16
Page
17
Page
18
Page
19
Page
20
Page
21
>
Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
Resources
Blog
