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.
The Castlepoint Team
Castlepoint Employee Spotlight – Ted Creegan, CFP®
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
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
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
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
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.