Wondering where we are in the market? Check out this week’s Market Minute with Dan. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly Economic Update Research RWM Vlog Weekly Market...
Dan Romero, President of Romero Wealth Management, gives some thoughts on 2022 and what to expect going forward in 2023. Categories Blog Client Letter Global Portfolio Strategy Market Insight Monthly Market Insight Quarterly Outlook Quarterly Economic Update Research...
Happy New Year and welcome to 2023! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer. 2022 was rough for investors, with many of the year’s events unforeseen and unfavorable. As we enter the new year,...
Los Angeles, CA – September 8, 2017 Jason Martinez, a Research Associate at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter, one of the most respected and...
