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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®,

Building Wealth Is a Game of Investment Risk Vs. Reward

From portfolio risk to personal risk, building wealth is a

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 4 – Tax Deferral and Personal Motivations

In the final part of the “Risk Tolerance and Holding

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

In Part 3 of the “Risk Tolerance and Holding Individual

The Debt Ceiling and Asteroids

The debt ceiling crisis has captured headlines once again, but

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

Where Does Cryptocurrency Fit in My Portfolio?

Cryptocurrency has become an exceedingly popular investment vehicle. In these

Is It Time to Get Out of the Stock Market?

Increased stock market volatility can be unnerving even for veteran

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