Resources/ Client portal

Authors

Jake Weatherford

33 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

The Castlepoint Team

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

Risk Tolerance and Holding Individual Stocks: Part 4 – Tax Deferral and Personal Motivations

By Adam Lee

In the final part of the “Risk Tolerance and Holding

Risk Tolerance and Holding Individual Stocks: Part 3 – Reducing Tax Liability

By Adam Lee

In Part 3 of the “Risk Tolerance and Holding Individual

Castlepoint Quarterly Webinar: Q1 2023

By The Castlepoint Team

In this Q1 2023 market review webinar, Castlepoint Partner &

How Government and Political Movements Impact the Markets

By Adam Lee

Government and political movements, both domestic and foreign, have an

Stock Market Headlines: Ignore the Hysteria

By Adam Lee

The stock market is not the economy, and the headlines

Where Does Cryptocurrency Fit in My Portfolio?

By Jake Weatherford

Cryptocurrency has become an exceedingly popular investment vehicle. In these

Asset Location

By Jake Weatherford

In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager