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Market Minute | January 09, 2025

Happy New Year = Happy Market? Tune in for 2025’s first #RWM #MarketMinute where Dan talks #equity #portfolios, the #Fed, and #bonds. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly...

Market Minute | 6, 2024

Post #presidential #election update: #Republicans sweep the #HouseofRepresentatives and the #Senate. The #market is reacting favorably at this news, but remember to think #longterm, especially about #taxbreaks, as #investing is about #goals. #stayinformed...

Market Minute | Oct 25, 2024

Happy Friday! In today’s #RWM #marketminute, let’s talk #rivalry as #baseball #worldseries kicks off tonight, and as #technology #giants have a battle of the #marketshare. Stay tuned and #stayinformed. #educatedinvestor #wealthmanagement Categories Blog...

Market Minute | Oct 04, 2024

Happy Friday! Join us for today’s #RWM #marketminute! Today we’re talking #jobs, union #strikes, and the #Fed. #stayinformed #educatedinvestor #wealthmanagement #cfp Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market...

Market Minute | Sept 05, 2024

#RWM #marketminute #portfolioHappy September! In this week’s #RWM #marketminute, Dan discusses #portfolio #changes, #longterm vs. #shortterm #investments, and potential #returns. #stayinformed #educatedinvestor #wealthmanagement ART#625607 Categories Blog Client...

Market Minute | Aug 22, 2024

What’s the #hottopic everyone is talking about? #InterestRates Tune in as Dan discusses #rates, #bonds, #inflation, and the #FED for today’s #RWM #marketminute. #stayinformed #educatedinvestor #wealthmanagement Categories Blog Client Letter Global...