Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®

Investment Committee Insights – October 9, 2023

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Investment Committee Insights – October 2, 2023

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Investment Committee Insights – September 25, 2023

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Navigating a Challenging Real Estate Market

The global economy is still working its way through many of the challenges created by COVID policies, and residential real estate is one area where a lot of people are feeling the squeeze. Between rising interest rates, higher prices, and reduced inventory, the market is presenting plenty of unique challenges for buyers and homeowners alike….

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Investment Committee Insights – September 18, 2023

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