Resources/ Client portal

Authors

Adam Lee

15 posts

Drew Gardner

2 posts

Jake Weatherford

32 posts

Kendall King

32 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

52 posts

The Castlepoint Team

Castlepoint Quarterly Webinar: Q3 2023

By The Castlepoint Team

In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®,

Is $5 Million Enough to Make You Rich?

By Kendall King

Is $5 Million enough to make you rich? In this

Rule of 72: Determine When You Will Double Your Money

By Jake Weatherford

How long will it take your investment to double in

Can the US Rebound from the Credit Downgrade?

By Adam Lee

The U.S. government recently received a credit downgrade. Castlepoint Partner

Castlepoint Employee Spotlight – Jake Weatherford, CFP®

By The Castlepoint Team

Say hello to Jake Weatherford, one of the founders of

The Power of Compounding Interest

By Jake Weatherford

How does compounding interest work, and how can you unlock

Castlepoint Employee Spotlight – Kian Rahmanzadeh, MBA

By The Castlepoint Team

Meet Kian Rahmanzadeh! From a soccer athlete at Oklahoma City

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

Five 401(k) Fundamentals

By Drew Gardner

With all the rules and options, starting a 401(k) plan