Investment Committee Insights

Video: Tariff Impact

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | April 7, 2025 |
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Video: Let’s Talk Tariffs

By Brian Cochran, Financial Planner | CFP® | CKA® | April 3, 2025 |
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Video: Block Out The Noise

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | March 31, 2025 |
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Video: Perspective: Zoom Out

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | March 24, 2025 |
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Video: Corrections Are Normal

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | March 18, 2025 |
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