Investment Committee Insights

Video: What to Expect in December

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | December 2, 2024 |
Read More

Video: Happy Thanksgiving!

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 25, 2024 |
Read More

Video: Why Did The Market Go Down

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 18, 2024 |
Read More

Video: Market Reacts to Election Results

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 11, 2024 |
Read More

Video: The 2 Biggest Investing Mistakes

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | November 4, 2024 |
Read More
Load More