#Tecnology #outages #RWM#Tecnology #outages are no way to start the weekend. In today’s #RWM #MarketMinute, Dan talks #systems, #trading, and the #global impact we are experiencing when technology fails. #stayinformed #educatedinvestor #wealthmanagement #CFP...
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates. However, during the quarter, strong performances from companies tied to...
A significant benefit has come to fruition on December 29, 2022. President Biden signed the “Consolidated Appropriations Act of 2023”, which included the “SECURE 2.0 Act of 2022”. Well, now, starting from January 1, 2024, any remaining funds in a 529 account can be...
Happy Friday! Tune into this week’s #RWM #MarketMinute to hear Dan’s thoughts on the #MagnificentSeven, #SP500, and #Pfizer.#stayinformed #educatedinvestor #wealthmanagement #CFP Categories Blog Client Letter Global Portfolio Strategy Market Insight...
Whether someone has $50,000 or $5,000,000 to invest, there are several investment pitfalls that any investor can fall into. One of our goals as financial professionals is to help clients avoid these pitfalls, which could be very costly. We have come across many...
