Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®, joins Castlepoint Partner & CIO Adam Lee, CFA®, to discuss the nuances of annuities. The advisory duo explores transparency, fees, and liquidity challenges. Watch this Jake’s Take video to learn why a clear plan is critical to informed decision-making, gain insights into potential pitfalls, and why some of the most successful investors prioritize comprehension over complexity.
How does compounding interest work, and how can you unlock its remarkable potential? In this Jake’s Take video, Castlepoint Partner and Advisor Jake Weatherford, CFP®, discusses the power of compounding interest and its potential for significant growth over time.
With school in session, it’s a great time to revisit education savings options. Castlepoint Advisor Kristen Buchman, CFP®, provides a helpful refresher on 529 college savings plans and their benefits.