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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...

The Federal Reserve and Interest Rates

The Federal Reserve left interest rates unchanged at their meeting on November 1st. They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions. During this session, the central bank voted...

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...