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:...
Retirement planning has evolved dramatically since the introduction of the 401(k) in 1978. Today, these plans are the cornerstone of retirement savings for millions of Americans, offering flexibility and control—but also placing the responsibility for investment...
Met with: Mary Kate Radloff Discussed their 401k platform. They have an unbundled TPA model and a bundled for Larger plans. Discussed marketing materials and employee wellness tools. We also discussed specific managers that we utilize in our 401(k) plans. Attendees:...
Met with: Drew Mayo Discussed Global and overseas markets. Attendees: Greg Tobey Location: Reunion Kitchen & Drink Time: 1:15pm Estimated Cost:...
Met with: Alisa Guetzkow We discussed the economy, utilities and international exposure. Attendees: Dan Romero & Greg Tobey Location: Kind’s Fish House Time: 1:15pm Estimated Cost:...
