Resources/ Client portal

Authors

28 posts

Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Ted Creegan

2 posts

The Castlepoint Team

50 posts

Jake Weatherford

The Art of Choosing the Right Fund

By Jake Weatherford

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

Cash Equivalent Positions

By Kian Rahmanzadeh

In this episode of Questions With Kian, Castlepoint Associate Advisor

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

By Adam Lee

In Part 3 of the “Risk Tolerance and Holding Individual

Five 401(k) Fundamentals

By Drew Gardner

With all the rules and options, starting a 401(k) plan

Castlepoint Quarterly Webinar: Q1 2023

By The Castlepoint Team

In this Q1 2023 market review webinar, Castlepoint Partner &

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

What are RMDs?

By Ted Creegan

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

How to Thrive in a Bear Market

By Kendall King

2022 has been a disappointing year for investors. With the