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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
31 posts
Kian Rahmanzadeh
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Reagan Herrera
Reagan Herrera
1 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
51 posts
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Where Does Cryptocurrency Fit in My Portfolio?

Cryptocurrency has become an exceedingly popular investment vehicle. In these

Asset Location

In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager

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

With the recent tragic conflict between Russia and Ukraine, many

7 Questions That Will Help You Choose an Independent Wealth Management Firm

Identifying the right financial advisor or team of advisors for

Jake Weatherford Discusses Stock Benchmarks with Adam Lee

In this video, Castlepoint Partner Jake Weatherford and Castlepoint Portfolio

Year-End Tax Ideas

In this video blog post, Castlepoint CEO Kendall King and

Meet Elijah Weatherford (and start thinking about college savings)!

Castlepoint Partner Jake Weatherford and wife Shelbie are excited to

The Impact of Inflation

What are your thoughts on inflation? Are you positioned to

My portfolio and The President

THE STOCK MARKET DOESN’T CARE ABOUT YOUR POLITICS! In order

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