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Market Minute | February 23, 2023

No pain, no gain? This week Dan talks about what’s causing the most pain: market pullback, raising interest rates, and increasing inflation. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly...

Market Minute | February 17, 2023

Wondering what the #SuperBowl has to do with the market? Find out on this week’s RWM #MarketMinute. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly Economic Update Research RWM Vlog Weekly...

Market Minute | February 10, 2023

Watch this week’s Market Minute with Dan Romero to hear how the market has faired this year, and what to look for if you’re considering moves or changes in your portfolio. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly...

Market Minute | February 03, 2023

Check out this week’s market minute with Dan, where he discusses recent market updates, the Fed, and what our team sees happening in the economy. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook...

Quarterly Economic Update Fourth Quarter 2022

It’s probably a fair assumption to say that most investors are happy 2022 is in the books.  After enjoying the longest bull market in history, from after the financial crisis in 2009 to the beginning of the COVID-19 pandemic, the bear finally officially rose from its...