Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
Life Insurance as an Act of Stewardship
A few years ago, I sat down with a couple who were both schoolteachers. They had recently purchased permanent life insurance policies, sold to them as a kind of financial Swiss Army knife: life insurance, retirement savings, college savings, even a pseudo bank account, all in one. The promise? Tax-free growth and flexible use. But…
Clarity Amid Volatility
Joe Hegener is the founder of Asterozoa Capital Management and a seasoned fixed income portfolio manager. Joe joined us to share his insights into today’s complex bond market and the broader economic landscape-topics that matter deeply to investors in times of volatility and uncertainty. Watch below as we discuss interest rate trends, inflation risks, what’s…