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Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Adam Lee

Why You Shouldn’t Trade Based on Politics

By Adam Lee

It’s always worth diving further into the data when people

The Art of Choosing the Right Fund

By Jake Weatherford

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

Building Wealth Is a Game of Investment Risk Vs. Reward

By Jake Weatherford

From portfolio risk to personal risk, building wealth is a

How to Forecast and Weather the Next Recession

By Jake Weatherford

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

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

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

By Adam Lee

In Part 3 of the “Risk Tolerance and Holding Individual

The Debt Ceiling and Asteroids

By Adam Lee

The debt ceiling crisis has captured headlines once again, but

Risk Tolerance and Holding Individual Stocks: Part 2

By Adam Lee

In the second part of the Risk Tolerance and Holding

Risk Tolerance and Holding Individual Stocks: Part 1

By Adam Lee

Holding bobcat and individual stocks both have inherent risks. In

Where Does Cryptocurrency Fit in My Portfolio?

By Jake Weatherford

Cryptocurrency has become an exceedingly popular investment vehicle. In these