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Market Minute | February 22, 2024

Did someone say #earnings #report? Tune into this week’s #marketminute with Dan as he discusses #fixedincome, #collateral #loans, and #interestrates. #stayinformed #educatedinvestor #wealthmanagement Categories Blog Client Letter Global Portfolio Strategy Market...

Market Minute | February 15, 2024

Super Micro shares whipsawed in volatile trading Friday, threatening to derail what had been set to be the server maker’s best week on record. Super Micro Founder, President and CEO Charles Liang joins Ed Ludlow and Caroline Hyde to discuss why he believes the company...

Market Minute | February 01, 2024

Happy February! Today Dan discusses the #Fed, #inflation, and #realestate, and how that may impact #portfolios. #stayinformed #educatedinvestor #wealthmanagement Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly...

Market Minute | January 04, 2023

Kicking off the first week of 2024 with a quick #marketminute. Tune in as Dan discusses this week’s activity, potential #pullback, and how that can affect #portfolio #performance. #stayinformed #educatedinvestor #wealthmanagement #CFP Categories Blog Client...

Market Minute | December 28, 2023

It’s our last RWM #marketminute of 2023! 🎉Dan #recaps the year and discusses the latest #marketperformance as the #yearend approaches quickly… Happy New Year everyone! Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market...

Market Minute | December 07, 2023

Today Dan discusses how the latest #market #performance and what #markettrends may look like as we approach #yearend. #stayinformed #educatedinvestor #wealthmanagement #cfp Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight...