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

‘Twas the night before Christmas (On Wall Street)

By Adam Lee

Castlepoint Partner & CIO Adam Lee, CFA®, tells a story

How to Forecast and Weather the Next Recession

By Jake Weatherford

In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®,

Sleigh Cyber Threats This Holiday Season

By The Castlepoint Team

The holidays are upon us, which means cyber Grinches are

From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age

By Kendall King

Whether you're a superstar athlete or a successful business person,

Live Abundantly: Who’s in your top 5?

By Kendall King

Castlepoint CEO Kendall King explores the strategic parallels between creating

What do you know about Annuities?

By Jake Weatherford

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®,