Topics of Discussion: private credit, direct indexing, short term bonds and large cap US Growth Attendees: Dan Romero & Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: Small Cap / Mid Cap Stocks, Industrials, Cybersecurity and options. Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost:...
Oil prices are falling, U.S.–Iran talks could ease energy pressures, and markets may be approaching a major turning point. Dan Romero breaks down the bull vs. bear case, Fed rates, oil, yields, and the biggest risk hiding in credit markets. 👉 Watch now to see what...
Topics of Discussion: equity markets, economy and some income ideas Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: California Muni bonds and national muni bonds Attendees: Dan Romero & Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
