Topics of Discussion: short term debt and global equities Attendees: Dan Romero & Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
Dan Romero breaks down Friday’s market action and explains why short-term volatility doesn’t always tell the full story. Discover why long-term investors should focus on business fundamentals, not daily market swings. Think like an investor, not a trader. Have...
Live from Las Vegas at the Academy of Preferred Financial Advisors! With the Fed’s next meeting approaching, we discuss interest rates, the stock market, and what investors should watch. Stay informed and keep learning! Categories Blog Client Letter Due Diligence...
Topics of Discussion: tactical allocation strategy that alternates between equities and cash as well as a tactical allocation strategy that alternates between fixed income and cash. Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Time: 1:15pm...
Topics of Discussion: dividend income, both U.S. and international, plus growth with income, using covered calls to boost monthly payouts, along with a high-yield closed-end income strategy. On the growth side, they outlined a thematic exposure to cybersecurity and...
