Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA®

Video: Jobs Data and Rate Cuts

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA® | September 3, 2024 |
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Video: When Should We Expect Rate Cuts?

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA® | August 26, 2024 |
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Video: From Lifestyle Creep to Lifestyle Leap

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA® | August 19, 2024 |
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Investment Committee Insights – August 5, 2024

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA® | August 5, 2024 |
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Investment Committee Insights – July 29, 2024

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA® | July 29, 2024 |
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