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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®,

What Do You Know About Insurance Fees?

Do you know what fees might be hidden in your

Building Wealth Is a Game of Investment Risk Vs. Reward

From portfolio risk to personal risk, building wealth is a

How to Forecast and Weather the Next Recession

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

What do you know about Annuities?

Curious about annuities? Castlepoint Partner & Advisor Jake Weatherford, CFP®,

Three Questions to Help Determine Your Asset Allocation Strategy

Deciding how to divide your portfolio among different assets is

Castlepoint Quarterly Webinar: Q3 2023

In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®,

Rule of 72: Determine When You Will Double Your Money

How long will it take your investment to double in

Castlepoint Employee Spotlight – Jake Weatherford, CFP®

Say hello to Jake Weatherford, one of the founders of

The Power of Compounding Interest

How does compounding interest work, and how can you unlock

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