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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 Employee Spotlight – Kristen Buchman, CFP®

By The Castlepoint Team

Kristina Buchman, CFP®, is an essential part of the Castlepoint

The Debt Ceiling and Asteroids

By Adam Lee

The debt ceiling crisis has captured headlines once again, but

Castlepoint Quarterly Webinar: Q1 2023

By The Castlepoint Team

In this Q1 2023 market review webinar, Castlepoint Partner &

Back 2 Basics: What do with an old 401k

By Jake Weatherford

Congratulations! You just moved workplaces or retired. Now, what do

Risk Tolerance and Holding Individual Stocks: Part 2

By Adam Lee

In the second part of the Risk Tolerance and Holding

Back 2 Basics: Life Insurance Needs Analysis

By Jake Weatherford

If you’ve ever wondered how much life insurance you need,

Risk Tolerance and Holding Individual Stocks: Part 1

By Adam Lee

Holding bobcat and individual stocks both have inherent risks. In

Castlepoint Employee Spotlight – Ted Creegan, CFP®

By The Castlepoint Team

From giving expert financial planning advice to being a human

Prevent Fraud & Identity Theft With a Credit Freeze

By Kristen Buchman

Freezing temps can be dangerous, but a credit freeze could

2022 Portfolio Performance and the Future of Social Security

By Jake Weatherford

As we continue to march into a new year, Castlepoint

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