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:...
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:...
