Resources/ Client portal

Authors

Adam Lee

15 posts

Drew Gardner

2 posts

Jake Weatherford

32 posts

Kendall King

32 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

55 posts

Jake Weatherford

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

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

Resources/ Client portal

Recent Articles From Castlepount Wealth Advisors