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Market Minute | January 09, 2025

Happy New Year = Happy Market? Tune in for 2025’s first #RWM #MarketMinute where Dan talks #equity #portfolios, the #Fed, and #bonds. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly...

Politics and Investing

It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. However, savvy investors have learned that equity markets have historically cared more about...

Market Minute | 6, 2024

Post #presidential #election update: #Republicans sweep the #HouseofRepresentatives and the #Senate. The #market is reacting favorably at this news, but remember to think #longterm, especially about #taxbreaks, as #investing is about #goals. #stayinformed...

Market Minute | Oct 25, 2024

Happy Friday! In today’s #RWM #marketminute, let’s talk #rivalry as #baseball #worldseries kicks off tonight, and as #technology #giants have a battle of the #marketshare. Stay tuned and #stayinformed. #educatedinvestor #wealthmanagement Categories Blog...

Market Minute | Oct 04, 2024

Happy Friday! Join us for today’s #RWM #marketminute! Today we’re talking #jobs, union #strikes, and the #Fed. #stayinformed #educatedinvestor #wealthmanagement #cfp Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market...