Bruce Kardon, President and CIO, reviews the biggest financial headlines of the third quarter and the much-anticipated reduction of the... more

Cyber-security is becoming increasingly challenging yet critical in maintaining security and confidentiality. In our latest podcast, Kristin Sindoni, CFA... more

The Federal Reserve appears to have completed its interest rate hiking cycle with a 50 point cut to the Federal... more

As equities return to focus in the UK following a rate cut by the Bank of England, CCA Podcasts presents... more

Tune in as Clay and Lacy review the June 2024 Supreme Court ruling to overturn the Chevron Doctrine. Federal... more

Tune in to a brief update on our National Debt with Christina Copeland of Conservest Capital Advisors, Inc. As we... more

Tune in as Clay Hall, CFA joined by Lacy Redwine discuss valuations. The complex technicalities of company, real estate... more

In this episode, Bruce Kardon, President and CIO, explores important topics in familial wealth matters ,as well as a overview... more

In our latest episode of Holistic Matters in Finance, Christina Copeland talks about Europe from both a tourism and investment... more