A Practical Roadmap for College Students Who Are Serious About This Career Every few weeks I get a call from a college student — a freshman or sophomore — who wants to know how to break into financial advising. I love these calls. The curiosity is there, the ambition...
Topics of Discussion: Fixed income and direct indexing Attendees: Daniel Romero and Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
Congress just created a government-sponsored investment account for children. Here’s what it means for your family — and what you can do right now. The recently enacted “One Big, Beautiful Bill Act” introduced a brand-new savings account designed exclusively for...
Topics of Discussion: Industrial stocks, buffered ETFs, Small Cap Growth and International ETFs Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: Taxable and municipal bonds. We also discussed some marketing ideas. Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost:...
