Market Minute
RWM Market Minute | August 20, 2026
What’s changing in the market—and where are we finding opportunity? This week, Dan Romero breaks down our latest portfolio shifts, why we’re adding Semiconductors and Free Cash Flow stocks, and what’s really happening with Treasuries, bonds, and the federal deficit....
RWM Market Minute | August 10, 2026
📍 At LPL’s National Conference in San Diego 🤖 Learning how AI can enhance the advisor experience 👥 Exploring how these advancements can ultimately benefit clients 🚢 Reflecting on tariffs, trade, and the broader economic environment 📅 A few more meetings before heading...
RWM Market Minute | March 02, 2026
Dan Romero breaks down the market reaction to U.S.–Israel military action involving Iran, rising energy prices, gold movement, and what it could mean for your portfolio in this quick Market Minute.
RWM Market Minute | February 19 2026
In today’s February 19th Market Minute, we break down our latest portfolio rebalances, new positions in low volatility and global infrastructure, and the boost from emerging market debt. Plus, what potential rate cuts could mean for investors. Don’t miss this quick...
RWM Market Minute | January 29 2026
Markets pull back as Microsoft slides, Meta rallies. S&P 500 still up 2%—see how portfolios are holding up in today’s Market Minute. 📊#StockMarket #MarketUpdate #SP500 #Investing #PortfolioManagement #MarketMinute #FinancialMarkets #FixedIncome...
RWM Market Minute | October 30 2025
Dan Romero shares a strong week in the markets and a cautiously optimistic outlook heading into November. #MarketUpdate #Investing #Finance #DanRomero
