Market Minute

Dan Romero breaks down Friday’s market action and explains why short-term volatility doesn’t always tell the full story. Discover why long-term investors should focus on business fundamentals, not daily market swings. Think like an investor, not a trader. Have...

Live from Las Vegas at the Academy of Preferred Financial Advisors! With the Fed’s next meeting approaching, we discuss interest rates, the stock market, and what investors should watch. Stay informed and keep learning!

Oil prices are falling, U.S.–Iran talks could ease energy pressures, and markets may be approaching a major turning point. Dan Romero breaks down the bull vs. bear case, Fed rates, oil, yields, and the biggest risk hiding in credit markets. 👉 Watch now to see what...

What’s changing in the market—and where are we finding opportunity? This week, Dan Romero breaks down our latest portfolio shifts, why we’re adding Semiconductors and Free Cash Flow stocks, and what’s really happening with Treasuries, bonds, and the federal deficit....

📍 At LPL’s National Conference in San Diego 🤖 Learning how AI can enhance the advisor experience 👥 Exploring how these advancements can ultimately benefit clients 🚢 Reflecting on tariffs, trade, and the broader economic environment 📅 A few more meetings before heading...