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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
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
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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‘Twas the night before Christmas (On Wall Street)

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

Can the US Rebound from the Credit Downgrade?

The U.S. government recently received a credit downgrade. Castlepoint Partner

Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations

In the final part of the “Risk Tolerance and Holding

Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability

In Part 3 of the “Risk Tolerance and Holding Individual

The Debt Ceiling and Asteroids

The debt ceiling crisis has captured headlines once again, but

Risk Tolerance and Holding Individual Stocks: Part 2

In the second part of the Risk Tolerance and Holding

Risk Tolerance and Holding Individual Stocks: Part 1

Holding bobcat and individual stocks both have inherent risks. In

How Government and Political Movements Impact the Markets

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

Stock Market Headlines: Ignore the Hysteria

The stock market is not the economy, and the headlines

What Can I Do About Inflation?

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

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