Resources/ Client portal

Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Jake Weatherford

A Trip Around The World Market:

By Jake Weatherford

The Art of Choosing the Right Fund

By Jake Weatherford

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

How Do You Manage Your Money to Live Abundantly

By Kendall King

Where do you start if you want to manage your

Election Year Financial Planning

By Jake Weatherford

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

How to Forecast and Weather the Next Recession

By Jake Weatherford

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

From Strength to Strength: Using Smarts and Wisdom to Stay on Top of Your Game as You Age

By Kendall King

Whether you're a superstar athlete or a successful business person,

Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

By Kristen Buchman

Do you own an IRA with a small balance remaining?

Is $5 Million Enough to Make You Rich?

By Kendall King

Is $5 Million enough to make you rich? In this

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

By Adam Lee

In Part 3 of the “Risk Tolerance and Holding Individual

Back 2 Basics: What do with an old 401k

By Jake Weatherford

Congratulations! You just moved workplaces or retired. Now, what do