Investment Committee Insights

Video: Tariffs Paused on China

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | May 12, 2025 |
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Video: Earnings? Strong. Growth? Slow.

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | May 5, 2025 |
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Video: Wisdom in Motion

By Andy Ferguson, Financial Planner | CFP® | CKA® | April 28, 2025 |
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Video: Principles and Process

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | April 21, 2025 |
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Video: Headlines Abound

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | April 14, 2025 |
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