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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...

Market Minute | November 02, 2023

While this week’s #market gave some reprieve, we still need to be diligent. See what Dan has to say about #bonds, #duration, and #retirementplans in this week’s #marketminute. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly...

Market Minute | October 26, 2023

#GDP, #consumer #spending, #interest #rates, and more in this week’s RWM #marketminute. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly Economic Update Research RWM Vlog Weekly Market...