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Insights

Our responsibility to our clients doesn’t stop when our doors close for the day. Our gears are constantly turning to provide you the best financial advice possible, day or night.

Investment Committee Insights

Watch each week as Cole Leonida weighs in on the latest investment news. Click any video below to get started.

January 8, 2024

January 2, 2024

December 26, 2023

Sharing Our Financial Wisdom