Met with: David Martinez We discussed fixed income, international stocks, value and growth. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
Met with: Mike Furlong Discussed international. global, fixed income and balanced opportunities. Attendees: Greg Tobey and Dan Romero Location: Reunion Time: 1:15pm Estimated Cost:...
Met with: Christine Ripic Discussed Buffered stock market based investments, with discussion on NASDAQ. Also reviewed living benefits and fixed annuity options. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
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:...
