Fireside Chat: What Investors Need to Know
A timely conversation on today’s market landscape with Joe Terranova, Chief Market Strategist at Virtus and a frequent contributor on CNBC, and Destiny Wealth Sr. Wealth Advisor Jorge A. Romero, CFP®.
Date: January 7, 2026
Time: 3:00 PM ET
Format: Live educational webinar
About the Session
Join Jorge A. Romero, CFP®, Senior Wealth Advisor and Managing Partner at Destiny Wealth Partners, and Joe Terranova, Chief Market Strategist at Virtus and frequent contributor to CNBC programs including Halftime Report, Squawk Box, and Closing Bell: Overtime, for an educational conversation on current market conditions.
This session will provide perspectives on how economic, regulatory, and technological developments may influence investor decision-making. The discussion is intended for informational and educational purposes only and should not be interpreted as personalized investment advice or a prediction of future market outcomes.
Date: January 7, 2026
Time: 3:00 PM ET
Format: Live educational webinar
Discussion Topics
Jorge and Joe will address several topics relevant to today’s investment environment, including:
- Key economic trends currently influencing market behavior
- Considerations for evaluating public and private investment options
- Approaches investors may use to navigate periods of uncertainty
- Recent tax legislation and potential implications for investors
- How developments in artificial intelligence (AI) may affect markets
Have a Question for Joe?
Send us a question you’d like us to ask Joe during the discussion. Complete the form below or email your question(s) to investments@destinywealthpartners.com.
Deadline to submit a question is Wednesday, December 31.
About the Speakers
Joseph M. Terranova
Senior Managing Director
and Chief Market Strategist, Virtus
Joe Terranova is the Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. Since joining the firm in 2008, he has served as a client-facing thought leader, offering perspective on domestic and global market dynamics and supporting the firm’s investment oversight efforts.
He developed the Terranova U.S. Quality Momentum Index (VTUSQM), which launched in 2020 and later inspired the JOET ETF. Earlier in his career, Joe spent 18 years at MBF Clearing Corp., ultimately serving as director of trading and managing more than 300 traders and staff.
Joe is also well known for his long-standing role as an on-air contributor for CNBC, appearing regularly on the Halftime Report, Closing Bell, and other network programs. He is the author of Buy High, Sell Higher and holds a bachelor’s degree in finance from St. John’s University.
Jorge A. Romero, CFP®
Senior Wealth Advisor & Managing Partner, Destiny Wealth Partners
Jorge A. Romero, CFP® is a Managing Partner at Destiny Wealth Partners and has been serving clients since 2004, following his honorable service in the United States Marine Corps. He works closely with individuals and families to develop and implement comprehensive wealth management strategies, with focus areas that include cash flow and lifestyle planning, tax planning, estate planning, risk management, family governance, and philanthropic planning.
Jorge also leads Destiny Wealth Partners’ Investment Committee, where he helps shape the firm’s investment policy, asset allocation approach, manager research, and portfolio oversight.
He earned a Bachelor of Arts in Political Science and Pre-Law from the University of Central Florida and is pursuing a Master of Science in Financial Planning and Taxation as well as the Certified Investment Management Analyst (CIMA®) designation. Jorge is an active member of several industry organizations, including the CFA Society of Orlando, the Financial Planning Association of Central Florida, the Investments & Wealth Institute, and the Estate Planning Council of The Villages®.
Don’t Miss Out on This Live Event
This session is expected to reach capacity. Secure your access today and tune in for perspectives that can help inform your financial decision-making.
Date: January 7, 2026
Time: 3:00 PM ET
Format: Live educational webinar