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Authors

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

Kendall King

Don’t Fall for the Comparison Trap

By Kendall King

In this article, Castlepoint CEO Kendall King explores the detrimental

The Art of Choosing the Right Fund

By Jake Weatherford

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

Top 25 Mindsets and Habits of Successful Entrepreneurs

By Kendall King

How similar are you to the most successful people in

Is $5 Million Enough to Make You Rich?

By Kendall King

Is $5 Million enough to make you rich? In this

The Power of Compounding Interest

By Jake Weatherford

How does compounding interest work, and how can you unlock

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

By Adam Lee

In the final part of the “Risk Tolerance and Holding

Never Waste a Market Crisis

By Kendall King

After the second-worst start to a year since 1932, everyone's

Is It Time to Get Out of the Stock Market?

By Kendall King

Increased stock market volatility can be unnerving even for veteran

Forget Resolutions This Year and Focus on Financial Habits Instead

By Kendall King

Over 80% of people abandon their resolutions by the end

Q&A with Kendall King: Coronavirus isn’t impacting markets

By The Castlepoint Team

https://oklahoman.com/article/5654755/coronavirus-isnt-impacting-markets

Resources/ Client portal

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