Tariffs, volatility, and what we’re doing about it. Dan Romero shares quick thoughts on the market, what moves we’ve already made, and why we’re staying positioned for what’s next. Watch now for a 60-second market pulse. Categories Blog Client Letter Global Portfolio...
Retirement savers understand the importance of being proactive. Having healthy retirement savings can help you live comfortably in your later years. As stewards of our clients’ wealth, we take great satisfaction in helping them prepare for retirement. We also...
In 2019, the SECURE Act introduced significant changes to retirement accounts, and in 2022, the IRS provided proposed regulations that surprised many financial professionals. Now, in 2024, the IRS has finalized these rules, and they have a big impact on how IRAs left...
[Orange, CA] — [January 2025] – Daniel Romero, CFP® a financial advisor at Romero Wealth Management in Orange, today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a...
Happy New Year = Happy Market? Tune in for 2025’s first #RWM #MarketMinute where Dan talks #equity #portfolios, the #Fed, and #bonds. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly...
