Last week, ongoing tariff disputes continued to create uncertainty. The S&P 500 rose by about 6% in May, but US equities are still flat on the year after the volatility of recent months. Be sure to check out this week's market snapshot for key takeaways.
William Romero - Managing Director - Senior Wealth Advisor
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William Romero has been a leader in Wealth Management and the Financial Services Industry for 2
decades.
He began his career at JPMorgan and for almost a decade lead as a Market Director for
their Private Client Group. Leading large teams of financial professionals in both Southern California
and New York, William also had oversight of their International Division. In addition, he was Vice
President for AXA Advisors and a Top Partner at New York Life (2017). His experience and track record of success
Equities, bonds, and the US dollar fell last week due to budget concerns and trade policy uncertainty. Read our weekly market perspective for more key insights and let’s discuss any potential impacts to your portfolio.
05/22/2025
Transferring wealth can be a complex topic for loved ones. All the more reason to talk about it. These conversation starters for spouses, family, and parents can help you get started: https://compass.massmutual.com/api/public/assets/file/bltec75d69f5efe6f1f.
Last week, US equity markets rallied due to positive trade developments with China. Economic data showed moderating inflation and a small increase in retail sales, though consumer sentiment remains low. Check out this week's market snapshot for more.
What trends shaped the market the week of 5/2? Check out our weekly market perspective to catch the highlights.
05/01/2025
Are you on the same page as your loved ones about your financial futures? Use these conversation starters to help align your goals and values around passing on wealth: https://compass.massmutual.com/api/public/assets/file/bltec75d69f5efe6f1f.
Last week, equity and bond markets experienced a rally as the U.S. administration softened its stance on trade. Be sure to check out this week’s market perspective for key insights across market segments, asset classes and more.
04/17/2025
It’s easy to get lost in the complexity of transferring wealth. This roadmap can help you navigate each stage with less confusion. Check it out: https://compass.massmutual.com/api/public/assets/file/blt8d4ed0075668c70c.
04/16/2025
Reminder to register! https://cvent.me/grMgbo.
With all the recent market activity, I’m inviting you to hear first-hand from Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, as he gives an update on navigating the political and market complexities of 2025.
Heightened volatility persisted last week, this time to both the up and downside as markets reacted to the news of pausing reciprocal tariffs. Read this week’s market perspective for more highlights about the fixed income, equity, and alternative markets
04/11/2025
Check out this Wealth Transfer Roadmap to get step-by-step guidance on how to smoothly and effectively preserve your legacy and pass on wealth to loved ones.
https://compass.massmutual.com/api/public/assets/file/blt8d4ed0075668c70c.
04/10/2025
With all the recent market activity, I’m inviting you to hear first-hand from Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, as he gives an update on navigating the political and market complexities of 2025. Register today: https://cvent.me/grMgbo.
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