Select Page

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

Castlepoint Blog: Diversification, Investment Planning, Jake's Take, The Point
March 14, 2022

With many people concerned about how the tragic conflict between Russia and Ukraine has many people may affect the global markets, Independent Wealth Manager Jake Weatherford looks to provide some insight on what it means to truly know what is in your portfolio!

The content of this video is developed from sources believed to provide accurate information. The information in this video is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Wealth Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.