Topics of Discussion: foreign large growth and income investing Attendees: Dan Romero & Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
One of the greatest challenges investors often face is not selecting the right investments, it’s maintaining the discipline to stay the course of their investment plan and goals when equities become volatile. Periods of market volatility can be unsettling....
Topics of Discussion: Mid Cap Stocks, Foreign growth, and California Municipal bonds. Attendees: Dan Romero Location: Yorba Linda Country Club Time: 1:15pm Estimated Cost:...
Topics of Discussion: short duration bonds Attendees: Dan Romero, Greg Tobey, Jason Martinez Location: Dinner at Petco park Time: 6pm Estimated Cost:...
📍 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...
