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Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
Video: Corrections Are Normal
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
March 18, 2025
|
Investment Committee Insights
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Video: 5 Do’s and a Don’t During Market Volatility
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
March 14, 2025
|
Investment Committee Insights
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Video: This Is Why We Diversify
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
March 10, 2025
|
Investment Committee Insights
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Video: Risk Off Trade
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
March 3, 2025
|
Investment Committee Insights
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Video: Asset Location
By
Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
|
January 21, 2025
|
Investment Committee Insights
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