Due Diligence

Topics of Discussion: tactical allocation strategy that alternates between equities and cash as well as a tactical allocation strategy that alternates between fixed income and cash.

Attendees: Dan Romero & Greg Tobey

Location: Baran Mediterranean

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: dividend income, both U.S. and international, plus growth with income, using covered calls to boost monthly payouts, along with a high-yield closed-end income strategy. On the growth side, they outlined a thematic exposure to cybersecurity and blockchain.

Attendees: Dan Romero & Greg Tobey

Location: Reunion Kitchen

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: RILA products including enhanced death benefits

Attendees: Dan Romero & Greg Tobey

Location: El Matatan

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: private credit, direct indexing, short term bonds and large cap US Growth

Attendees: Dan Romero & Greg Tobey

Location: Kings Fish House

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: Small Cap / Mid Cap Stocks, Industrials, Cybersecurity and options.

Attendees: Dan Romero & Greg Tobey

Location: Baran Mediterranean

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: equity markets, economy and some income ideas

Attendees: Dan Romero & Greg Tobey

Location: Reunion Kitchen

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: California Muni bonds and national muni bonds

Attendees: Dan Romero & Greg Tobey

Location: El Matatan

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: private equity investing

Attendees: Dan Romero & Greg Tobey

Location: King’s Fish House

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: foreign large growth and income investing

Attendees: Dan Romero & Greg Tobey

Location: King’s Fish House

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: Mid Cap Stocks, Foreign growth, and California Municipal bonds.

Attendees: Dan Romero

Location: Yorba Linda Country Club

Time: 1:15pm

Estimated Cost: $30