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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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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®,

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

What do the events in Ukraine have to do with one’s investments?

With the recent tragic conflict between Russia and Ukraine, many

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