by Castlepoint Wealth Advisors | Sep 12, 2023 | Investment Planning, Quarterly Market Review, The Castlepoint Team, The Point, Uncategorized
In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss how much money is needed for retirement and provide two fictional scenarios to help illustrate their thoughts on goal-setting, allocation, investment amounts, and much more!
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.
by Kendall King | Jul 13, 2021 | Quarterly Market Review, The Point, Uncategorized
View the Second Quarter 2021 Market ReviewDownload the Second Quarter 2021 Market Review Dear Client,As our country and world continued to recover from the global pandemic in the first half of this year, the market has prevailed. There have still been ups and downs...
by Castlepoint Wealth Advisors | Jun 21, 2016 | In The News, Uncategorized
http://newsok.com/article/5504616
by Castlepoint Wealth Advisors | Feb 17, 2016 | The Point, Uncategorized
The price of oil has been a hot topic of virtually every market and economic conversation these days. The price of oil has clearly had an impact on the markets and economy. Even with this past Friday's large one-day gain of 12%, crude oil prices are still down 80%...
by Castlepoint Wealth Advisors | Jan 12, 2016 | The Point, Uncategorized
Castleview Wealth Advisors provides investment and wealth management advice to individuals and families EDMOND, Okla. – Castleview Wealth Advisors, an independent Registered Investment Advisory (RIA) firm that provides investment and wealth management advice, recently...
