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Market Minute | April 03, 2025

Tariffs, volatility, and what we’re doing about it. Dan Romero shares quick thoughts on the market, what moves we’ve already made, and why we’re staying positioned for what’s next. Watch now for a 60-second market pulse. Categories Blog Client Letter Global Portfolio...

Market Minute | March 04, 2025

Tune in to today’s #RWM #MareketMinute to hear the latest with #Trump #tariffs, market #volatility, and #portfolio impact. #stayinformed #educatedinvestor #wealthmanagement Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market...

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...