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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®,

What Do You Know About Insurance Fees?

By Jake Weatherford

Do you know what fees might be hidden in your

Election Year Financial Planning

By Jake Weatherford

There’s always a lot of worry and speculation surrounding the

Building Wealth Is a Game of Investment Risk Vs. Reward

By Jake Weatherford

From portfolio risk to personal risk, building wealth is a

What do you know about Annuities?

By Jake Weatherford

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

Three Questions to Help Determine Your Asset Allocation Strategy

By Jake Weatherford

Deciding how to divide your portfolio among different assets is

Rule of 72: Determine When You Will Double Your Money

By Jake Weatherford

How long will it take your investment to double in

The Power of Compounding Interest

By Jake Weatherford

How does compounding interest work, and how can you unlock

Back 2 Basics: Life Insurance Needs Analysis

By Jake Weatherford

If you’ve ever wondered how much life insurance you need,

Resources/ Client portal

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