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Adam Lee

15 posts

Drew Gardner

2 posts

Jake Weatherford

32 posts

Kendall King

32 posts

Kian Rahmanzadeh

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Kristen Buchman

6 posts

Reagan Herrera

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Ted Creegan

2 posts

The Castlepoint Team

52 posts

Kendall King

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

Risk Tolerance and Holding Individual Stocks: Part 2

By Adam Lee

In the second part of the Risk Tolerance and Holding

Risk Tolerance and Holding Individual Stocks: Part 1

By Adam Lee

Holding bobcat and individual stocks both have inherent risks. In

7 Things to Ask Before Asking “Can I Retire?”

By Kendall King

Every year, thousands of people ask the big question –

2022 Portfolio Performance and the Future of Social Security

By Jake Weatherford

As we continue to march into a new year, Castlepoint

What are RMDs?

By Ted Creegan

RMDs (Required Minimum Distributions) are a necessary topic of conversation

Financial Planning Journey with Ansel Jeffries

By Jake Weatherford

Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with

Treat the Stock Market Like Your First Rodeo

By Kristen Buchman

Even experienced investors should treat the stock market like it’s

Resources/ Client portal

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