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Capita Financial Network latest Summer Bootcamp featuring two insightful presentations: The 10 Commandments of Investor Behavior with Dr. Daniel Crosby, Chief Behavioral Officer at Orion OCIO — exploring how psychology impacts financial decisions and how to invest more effectively. Current Markets and Portfolio Decisions with Zacc Call, CFP®, President of Capita — offering timely insights and strategies for navigating today’s market environment. Watch the full session for practical takeaways on investor behavior, market trends, and smart portfolio decisions.
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.
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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