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The Point
Recent Articles From Castlepoint
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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
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Castlepoint Employee Spotlight – Drew Garner, CFP®
By
The Castlepoint Team
If you think Castlepoint Partner, COO & Advisor Drew Garner,
Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations
By
Kristen Buchman
Do you own an IRA with a small balance remaining?
Castlepoint Employee Spotlight – Adam Lee, CFA®
By
The Castlepoint Team
You love his humor and unique insights on the Castlepoint
Top 25 Mindsets and Habits of Successful Entrepreneurs
By
Kendall King
How similar are you to the most successful people in
Three Questions to Help Determine Your Asset Allocation Strategy
By
Jake Weatherford
Deciding how to divide your portfolio among different assets is
Castlepoint Quarterly Webinar: Q3 2023
By
The Castlepoint Team
In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®,
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