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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

Jake Weatherford

The Art of Choosing the Right Fund

By Jake Weatherford

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

Election Year Financial Planning

By Jake Weatherford

There’s always a lot of worry and speculation surrounding the

Can the US Rebound from the Credit Downgrade?

By Adam Lee

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

The Debt Ceiling and Asteroids

By Adam Lee

The debt ceiling crisis has captured headlines once again, but

How Government and Political Movements Impact the Markets

By Adam Lee

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

What Can I Do About Inflation?

By Adam Lee

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

What Indexes Should I Look at to Gauge Stock Market Performance?

By Adam Lee

Which index is the best indicator of market performance? Castlepoint

Jake Weatherford Discusses Stock Benchmarks with Adam Lee

By Jake Weatherford

In this video, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio

Stock Benchmarks and The DOW

By Adam Lee

Castlepoint Portfolio Manager Adam Lee takes a trip back in

The Impact of Inflation

By Jake Weatherford

What are your thoughts on inflation? Are you positioned to

Resources/ Client portal

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