The Castlepoint Team

Castlepoint Blog: The Point

Castlepoint Quarterly Webinar: Q1 2023

by Castlepoint Wealth Advisors | May 9, 2023 | Bond & Stock Valuation Conceptions, Investment Planning, Politics & Investing, Quarterly Market Review, The Castlepoint Team, The Point

In this Q1 2023 market review webinar, Castlepoint Partner & Advisor Jake Weatherford, CFP®, and Partner & CIO Adam Lee, CFA®, provide a comprehensive analysis of the first quarter marketplace and current economic climate. The pair focuses on US stocks and bonds, international stocks, and different markets, offering valuable insights and perspectives on the financial industry. They also cover current events impacting the market and discuss why they plan to cover them.

Castlepoint Employee Spotlight – Ted Creegan, CFP®

by Castlepoint Wealth Advisors | Apr 13, 2023 | Ted Creegan, The Castlepoint Team, The Point

From giving expert financial planning advice to being a human dictionary, Ted Creegan, CFP®, brings an immense amount of value to the Castlepoint advisory team and our clients. Check out this employee spotlight video to learn more about Ted and his role at Castlepoint Wealth Advisors.

Castlepoint Employee Spotlight – Reagan Ellis

by Castlepoint Wealth Advisors | Mar 10, 2023 | The Castlepoint Team

Reagan Ellis is a key player at Castlepoint Wealth Advisors. Check out this employee spotlight video to learn more about Reagan and her responsibilities as Client Services Administrator.

Meet Hayden Dean Buchman

by Castlepoint Wealth Advisors | Mar 7, 2023 | Education Saving Vehicles & Education Funding, Kristen Buchman, The Castlepoint Team

Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed Hayden Dean Buchman on January 31, 2023. Hayden weighed 6 pounds, 7 ounces and measured 19 inches. Kristen, Cale, big sister Hensley, and baby Hayden are all doing well.

Castlepoint Employee Spotlight – Melissa Ray

by Castlepoint Wealth Advisors | Jan 13, 2023 | The Castlepoint Team, The Point

From compliance to client services, Melissa Ray plays a vital role in Castlepoint’s day-to-day operations. Check out this employee spotlight video to learn more about Melissa and her responsibilities as Castlepoint partner, CCO, and Director of Client Services.

Holiday Season Cyber Hygiene

by Castlepoint Wealth Advisors | Dec 9, 2021 | The Castlepoint Team, The Point, Uncategorized

With online shopping for the holidays in full swing, cybercriminals and scammers are on the prowl. In this blog post, the Castlepoint team unwraps some online safety tips to make sure you practice good cyber hygiene this holiday season.

The Castlepoint Team

Castlepoint Quarterly Webinar: Q1 2023

Castlepoint Employee Spotlight – Ted Creegan, CFP®

Castlepoint Employee Spotlight – Reagan Ellis

Meet Hayden Dean Buchman

Castlepoint Employee Spotlight – Melissa Ray

Holiday Season Cyber Hygiene

Authors

Kendall King

Jake Weatherford

Kristen Buchman

Drew Garner

Adam Lee

The Castlepoint Team

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