The Point

Recent Articles From Castlepoint

Authors

Adam Lee

15 posts

Drew Garner

3 posts

Jake Weatherford

40 posts

Kendall King

39 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

1 posts

Ted Creegan

8 posts

The Castlepoint Team

56 posts

All Posts

How Government and Political Movements Impact the Markets

By Adam Lee

Government and political movements, both domestic and foreign, have an

6 Tips for High-Income Earners with a 401(k)

By Jake Weatherford

Many companies offer a 401(k) as a retirement savings plan.

What are RMDs?

By Ted Creegan

RMDs (Required Minimum Distributions) are a necessary topic of conversation

Don’t Miss These Smart Tax Moves Before It’s Too Late

By Kendall King

Oh, what fun it is to save. Wrap up your

Financial Planning Journey with Ansel Jeffries

By Jake Weatherford

Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with

How to Thrive in a Bear Market

By Kendall King

2022 has been a disappointing year for investors. With the