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! Categories Blog Client Letter Due Diligence...
Topics of Discussion: tactical allocation strategy that alternates between equities and cash as well as a tactical allocation strategy that alternates between fixed income and cash. Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Time: 1:15pm...
Topics of Discussion: dividend income, both U.S. and international, plus growth with income, using covered calls to boost monthly payouts, along with a high-yield closed-end income strategy. On the growth side, they outlined a thematic exposure to cybersecurity and...
If you’re 65 or older, you may get a new tax break for the next few years. The tax law passed in July 2025 created an extra deduction of up to $6,000 per person for older taxpayers. It’s a helpful change. But there are income limits and a few rules that...
Orange, California — October 9th, 2026 – Dan Romero, a financial advisor at Romero Wealth Management in Orange, has earned a place among LPL Financial’s Masters Club Program for 2026 — a distinction reserved for advisors who set the standard for excellence in their...
