Dan Romero breaks down the market reaction to U.S.–Israel military action involving Iran, rising energy prices, gold movement, and what it could mean for your portfolio in this quick Market Minute. Categories Blog Client Letter Due Diligence Global Portfolio Strategy...
CIMA, AQR Capital Management – Philip Hux Discussion: AQR handles a broad range of quantitative, factor‑driven investment strategies across both traditional and alternative asset classes. We discussed their management style which includes equities, long‑short...
In today’s February 19th Market Minute, we break down our latest portfolio rebalances, new positions in low volatility and global infrastructure, and the boost from emerging market debt. Plus, what potential rate cuts could mean for investors. Don’t miss this quick...
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 ...
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities and strategies as possible for our clients. We believe that a proactive approach to...
