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Investment Committee Insights
Video: Tariffs Paused on China
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
May 12, 2025
|
Investment Committee Insights
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Video: Earnings? Strong. Growth? Slow.
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
May 5, 2025
|
Investment Committee Insights
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Video: Wisdom in Motion
By
Andy Ferguson, Financial Planner | CFP® | CKA®
|
April 28, 2025
|
Investment Committee Insights
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Video: Principles and Process
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
April 21, 2025
|
Investment Committee Insights
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Video: Headlines Abound
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
April 14, 2025
|
Investment Committee Insights
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