Resources/ Client portal

Authors

Jake Weatherford

33 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

Adam Lee

Stock Market Headlines: Ignore the Hysteria

By Adam Lee

The stock market is not the economy, and the headlines

Treat the Stock Market Like Your First Rodeo

By Kristen Buchman

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

Avoid the Pitfalls of Emotional Investing

By Drew Gardner

Leave your emotions at the door. In this video, Castlepoint

College Student Summer Savings Options

By Jake Weatherford

If you know a college student looking for ways to

How to Turn that Summer Job Into a Million Bucks

By Kendall King

With summer fully underway, the job market is flooded with

The Advantages of Backdoor Roth IRA Conversions

By Jake Weatherford

401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement

Never Waste a Market Crisis

By Kendall King

After the second-worst start to a year since 1932, everyone's

Where Does Cryptocurrency Fit in My Portfolio?

By Jake Weatherford

Cryptocurrency has become an exceedingly popular investment vehicle. In these

Is It Time to Get Out of the Stock Market?

By Kendall King

Increased stock market volatility can be unnerving even for veteran

What do the events in Ukraine have to do with one’s investments?

By Jake Weatherford

With the recent tragic conflict between Russia and Ukraine, many