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Blog

Close up of man holding kayak paddles
Jonathan Malone | Jul 10, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs.
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A couple sitting on a couch working on a laptop together.
Jonathan Malone | Jun 30, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can.
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A young woman vacuuming her apartment with headphones on and dancing.
Jonathan Malone | Jun 30, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes.
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Location

131 Plantation Ridge Dr, Ste 110
Mooresville, NC 28117

Contact Info

704-594-8000
info@castlewealth.com

  

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Advisory services are offered through Castle Securities LLC, a registered SEC Investment Advisor. Insurance products and services are offered through Castle Insurance Group, LLC, an affiliated company. Securities offered through Simplicity Investments, Member FINRA/SIPC.

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