Resources/ Client portal

Authors

Adam Lee

15 posts

Drew Garner

3 posts

Jake Weatherford

41 posts

Kendall King

39 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

9 posts

The Castlepoint Team

56 posts

Adam Lee

‘Twas the night before Christmas (On Wall Street)

By Adam Lee

Castlepoint Partner & CIO Adam Lee, CFA®, tells a story

How to Forecast and Weather the Next Recession

By Jake Weatherford

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

Sleigh Cyber Threats This Holiday Season

By The Castlepoint Team

The holidays are upon us, which means cyber Grinches are

From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age

By Kendall King

Whether you're a superstar athlete or a successful business person,

Live Abundantly: Who’s in your top 5?

By Kendall King

Castlepoint CEO Kendall King explores the strategic parallels between creating

What do you know about Annuities?

By Jake Weatherford

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®,

Castlepoint Employee Spotlight – Drew Garner, CFP®

By The Castlepoint Team

If you think Castlepoint Partner, COO & Advisor Drew Garner,

Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

By Kristen Buchman

Do you own an IRA with a small balance remaining?

Castlepoint Employee Spotlight – Adam Lee, CFA®

By The Castlepoint Team

You love his humor and unique insights on the Castlepoint

Top 25 Mindsets and Habits of Successful Entrepreneurs

By Kendall King

How similar are you to the most successful people in