MoneyTalk with Pointwealth

Financial Perspectives with Torey Lovullo

Click here for the full interview

Other Pointwealth Appearances

Schwab Network: Lyft Stock Up, But Headwinds Remain

Pointwealth on Bloomberg: 2024 Forecast

Schwab Network: Walgreens (WBA) Shares Fall After Dividend Slash

Schwab Network: Shopify Breaks Holiday Records

Yahoo Finance: Santa Rally and 2024 Stock Market Outlook

Schwab Network: Paychex Earnings Indicative of Small and Mid-Size Companies’ Resiliency

The opinions voiced in this recording 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

Business Insider – Best Rollover IRAs in March 2024

Business Insider – Best Custodial Accounts of March 2024

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

Investment News – 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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