MoneyTalk with Pointwealth

Pointwealth March 2025 Seminar: 529s and Education Planning

Other Pointwealth Appearances

CNBC: Mega Caps or Mega Traps?

Yahoo Finance: Portfolio Tips During Volatility Periods

Schwab Network: Johnson & Johnson Earnings Panel

Bloomberg TV: 2024 Outlook

MORE VIDEOS:

Schwab Network: Auto Tariff Discussion

CNBC: Closing Bell

Yahoo Finance: How Recent Economic Data May Affect Your Portfolio

Schwab Network: Amazon Prime Day and AI Endeavors

The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Sandra Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Pointwealth Capital Management, a Registered Investment Advisor and separate entity from LPL Financial. TD Ameritrade, Advisorpedia, Union Bank and LPL Financial are separate entities.

Articles & Publications

InvestmentNews – Annuities are Changing and so are Advisors’ Attitudes

Sandra Cho Recognized as AdvisorHub 2024 100 Women Advisors to Watch

Business Insider – Best Rollover IRAs in March 2024

Sandra Cho Named to Best-in-State Top Women Advisors by Forbes

InvestmentNews – Tapping Into the Wealth of Minority Communities

AdvisorHub – 5 Quick Tips for the End of Year

AdvisorHub – Finances with your Fiancé – The Advice of Widow, Divorcee and Newlywed

The opinions voiced in these articles are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Sandra Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Pointwealth Capital Management, a Registered Investment Advisor and separate entity from LPL Financial.

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