In today’s volatile market, investors are searching for ways to diversify their fixed income allocations without sacrificing yield or total return. Two asset classes often considered for this purpose are preferred stocks and high yield bonds. While both offer...
Met with: Corrine Robles Discussed Buffered stock market based investments, focusing on the NASDAQ. Also reviewed living benefits and current variable annuity offerings. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
Met with: R. Ryan Capalbo MBA, CRPC We discussed buffered stock market linked investments along with current market conditions. Attendees: Greg Tobey and Dan Romero Location: Monarch Beach Time: 12:00pm Estimated Cost:...
Dan Romero shares a strong week in the markets and a cautiously optimistic outlook heading into November. #MarketUpdate #Investing #Finance #DanRomero Categories Blog Client Letter Due Diligence Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly...
Met with: Dori Hetrick We discussed fixed income markets, large cap stocks within the NASDAQ and dynamic covered call strategies to generate income while maintaining potential for capital appreciation. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time:...
