Investment Committee Insights

Video: Volatility and Valuation

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | January 13, 2025 |
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Video: Annual Investment Outlook

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | January 6, 2025 |
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Video: And the Bond Market Says …

By Andy Ferguson, Financial Planner | CFP® | CKA® | December 16, 2024 |
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Video: Earnings, Economy, & Election

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | December 9, 2024 |
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Video: What to Expect in December

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