We discussed California Muni bonds, National Muni bonds, Large cap Value and options contracts based ETF. Attendees: Dan Romero, Greg Tobey Location: Baran Mediterranean Time: 1:15pm Cost: $60 ...
We discussed Buffered ETFs, Long/Short, Growth, fixed income and the economy. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
Met with: Lauren Semeniuta, CFA, CPA, CPWA® and Bob Parise We discussed Buffered ETFs, Market Neutral, and Alternative Credit Attendees: Greg Tobey and Dan Romero Location: King’s Fish House Time: 1:15pm Estimated Cost:...
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...
Met with: jason Van Dusen We discussed fixed income and credit. Attendees: Greg Tobey and Dan Romero Location:Reunion Time: 1:15pm Estimated Cost:...
