The Point

Castlepoint Blog: The Point

Is $5 Million Enough to Make You Rich?

Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.

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The Power of Compounding Interest

How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.

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Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations

In the final part of the “Risk Tolerance and Holding Individual Stocks” series, Castlepoint Partner & CIO Adam Lee, CFA®, discusses the benefits of delaying taxes for potential growth and the role personal motivations often play in investment decisions.

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Five 401(k) Fundamentals

With all the rules and options, starting a 401(k) plan through your employer can be a daunting task. In this comprehensive 401k overview video, Castlepoint Partner, COO & Advisor Drew Garner, CFP®, discusses contribution limits, vesting schedules, types of 401k plans, investment options, and employer matching.

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