Resources/ Client portal

Authors

28 posts

Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Ted Creegan

2 posts

The Castlepoint Team

50 posts

Jake Weatherford

The Art of Choosing the Right Fund

By Jake Weatherford

In this Jake's Take video, Castlepoint Partners Jake Weatherford, CFP®,

What Do You Know About Insurance Fees?

By Jake Weatherford

Do you know what fees might be hidden in your

Election Year Financial Planning

By Jake Weatherford

There’s always a lot of worry and speculation surrounding the

Building Wealth Is a Game of Investment Risk Vs. Reward

By Jake Weatherford

From portfolio risk to personal risk, building wealth is a

‘Twas the night before Christmas (On Wall Street)

By Adam Lee

Castlepoint Partner & CIO Adam Lee, CFA®, tells a story

How to Forecast and Weather the Next Recession

By Jake Weatherford

In this Jake’s Take video, Castlepoint Partners Jake Weatherford, CFP®,

What do you know about Annuities?

By Jake Weatherford

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®,

Castlepoint Employee Spotlight – Adam Lee, CFA®

By The Castlepoint Team

You love his humor and unique insights on the Castlepoint

Castlepoint Quarterly Webinar: Q3 2023

By The Castlepoint Team

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

Can the US Rebound from the Credit Downgrade?

By Adam Lee

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