Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities and strategies as possible for our clients. We believe that a proactive approach to...
We discussed Buffered ETFs, Long/Short, Growth, fixed income and the economy. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
Met with: Lauren Semeniuta, CFA, CPA, CPWA® and Bob Parise We discussed Buffered ETFs, Market Neutral, and Alternative Credit Attendees: Greg Tobey and Dan Romero Location: King’s Fish House Time: 1:15pm Estimated Cost:...
Markets pull back as Microsoft slides, Meta rallies. S&P 500 still up 2%—see how portfolios are holding up in today’s Market Minute. 📊#StockMarket #MarketUpdate #SP500 #Investing #PortfolioManagement #MarketMinute #FinancialMarkets #FixedIncome...
Met with: jason Van Dusen We discussed fixed income and credit. Attendees: Greg Tobey and Dan Romero Location:Reunion Time: 1:15pm Estimated Cost:...
