Met with Sam Reinhart, AAMS, CSRIC We discussed Eaton Vance Equity market perspective, impact of Yields and why they matter, direct indexing and the Eaton Vance Exchange Fund program. Attendees: Dan Romero & Greg Tobey Location: Medii Kitchen Time: 1:15pm...
As lawmakers shape the next chapter of U.S. tax policy, notable differences have emerged between the House and Senate Finance Committee proposals. Financial professionals and investors should be aware of several key distinctions that could influence long-term...
[Orange, CA] — [April 2025] – Daniel S. Romero, CFP® an independent LPL Financial advisor in Orange, CA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry....
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...
