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Join us for our quarterly market insights webinar! Tyson Williamson (Capita), Tim Holland (Orion OCIO), and Ryan Dressel (Orion OCIO) discuss what we like, what we worry about, and how to look ahead to the rest of 2025.
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
The Future of AI in the Markets, Zacc Call, CFP® (Capita) and Stephen Atkins CFA (Polen Capital) dive into discussing how artificial intelligence is transforming investment strategies and market dynamics.
Zacc & Laura are financial advisors on a mission to guide you through the financial planning everyone should have. Whether you are doing it yourself or working with a financial advisor, these episodes will help you break down complicated financial topics into practical, actionable steps.
There is a special program designed only for your specific needs
There is a special program designed only for your specific needs
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There is a special program designed only for your specific needs
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