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...
It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. However, savvy investors have learned that equity markets have historically cared more about...
Post #presidential #election update: #Republicans sweep the #HouseofRepresentatives and the #Senate. The #market is reacting favorably at this news, but remember to think #longterm, especially about #taxbreaks, as #investing is about #goals. #stayinformed...
