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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
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
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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The Art of Choosing the Right Fund

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

Five 401(k) Fundamentals

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

The Advantages of Backdoor Roth IRA Conversions

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

Is It Time to Get Out of the Stock Market?

Increased stock market volatility can be unnerving even for veteran

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

With the recent tragic conflict between Russia and Ukraine, many

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