Welcome to MoneyTalk, where we deliver the latest in market events.
Most Recent
Walt Disney (DIS) Shares Slips After Earnings, But On Path To Profitability
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 and LPL Financial are separate entities.
Month in Review
Informational Videos by Pointwealth
Other Informational Videos
πDollar Cost Averaging – A little gets you there
πDiversification – The importance of spreading your wings
πBrokerage vs Managed Accounts – Help your advisor help you
πLife Insurance Part 1 – Legacy planning
πLife Insurance Part 2 – Insurance as an investment
πFixed Annuities – Slow and steady, know your pace
πFixed Indexed Annuities – Kicking it up a notch
Other Pointwealth Appearances
Walt Disney (DIS) Shares Slips After Earnings, But On Path To Profitability
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 and LPL Financial are separate entities.
TD Ameritrade, The Watch List: AT&T Delivers Mixed Earnings Report
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 and LPL Financial are separate entities.
πAdvisorpedia: Sandra Cho | The Biggest Struggle Financial Clients Are Having Today
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. Riskalyze, Advisorpedia and LPL Financial are separate entities.
πUnion Bank – CEO Forum: Top Concerns Facing Businesses Today
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. Union Bank, Pointwealth Capital Management and LPL Financial are separate entities.