Met with: Ken Krell, DCIO We discussed their 401(k) platform. They offer an affordable start up platform that can be utilized for Start up plans. Also have access to a calculator where we can determine the tax credits on start up plans. Attendees: Dan Romero, Jason...
Attendees: Jeff Baker (First Trust) Garrett Olson, Smith Capital. Gibson Smith is the founder, CIO Seve Sakayan of WCM. We reviewed a few of their products and they gave us an overview of the fixed income and international markets. Attendees: Dan Romero & Greg...
Met with: Christopher Collie, CAIA, CIMA® We reviewed a few of their products and they gave us an overview of the fixed income and momentum trading. Attendees: Dan Romero & Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
Met with Sam Reinhart, AAMS, CSRIC We discussed Eaton Vance Equity market perspective, impact of Yields and why they matter, direct indexing and the Eaton Vance Exchange Fund program. Attendees: Dan Romero & Greg Tobey Location: Medii Kitchen Time: 1:15pm...
As lawmakers shape the next chapter of U.S. tax policy, notable differences have emerged between the House and Senate Finance Committee proposals. Financial professionals and investors should be aware of several key distinctions that could influence long-term...
