by Drew Garner | Aug 10, 2022 | Drew Garner, Psychology of Financial Planning, The Point
Leave your emotions at the door. In this video, Castlepoint Partner Drew Garner, CFP®, offers up three tips that will help you think strategically instead of reacting emotionally when making investment decisions.
by Jake Weatherford | Jul 13, 2022 | Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
by Kristen Buchman | May 9, 2022 | Client & Planner Attitudes, Values & Biases, Kristen Buchman, Psychology of Financial Planning, The Point
Spring is the perfect time of year to pause, reflect, and realign your financial direction. Castlepoint Advisor Kristen Buchman explains how creating a personal financial statement can help you keep your financial goals in sight.
