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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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Don’t Fall for the Comparison Trap

In this article, Castlepoint CEO Kendall King explores the detrimental

The Art of Choosing the Right Fund

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

How to Forecast and Weather the Next Recession

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

Top 25 Mindsets and Habits of Successful Entrepreneurs

How similar are you to the most successful people in

Is $5 Million Enough to Make You Rich?

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

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

The Debt Ceiling and Asteroids

The debt ceiling crisis has captured headlines once again, but

Realign Your Financial Direction

Spring is the perfect time of year to pause, reflect,

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