Blog
Key Tax Policy Differences: House vs. Senate Finance Bills
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 planning:
FORBES RECOGNIZES DAN ROMERO AS A BEST-IN-STATE WEALTH ADVISOR
[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....
ROTH and Traditional IRAs – Strategies for Building Your Retirement in 2025
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 enjoy...
Understanding the SECURE Act’s Impact on IRAs Left to Trusts
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...
Research
The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025
While much has (rightfully) been made of the ongoing debt and deficit spending here in the U.S., the fiscal positions of major developed economies reveal profound disparities in debt management and long-term trend sustainability. Mounting government obligations could have significant implications on economic stability and monetary policy flexibility if not remedied.
Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
The S&P 500 has gained more than 30% since its low on April 8, 2025, and is up 5% since the index fully recovered its early-year correction losses on June 27, 2025 (with a close of 6,144).
Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025
The end of Labor Day weekend often arrives with a bittersweet tone — it’s a final salute to summer’s warmth and leisure before the cool air of fall arrives for much of the country.
Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025
As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political pressures, personnel changes, and internal divisions over monetary policy direction.
CONTACT US
Romero Wealth Management, Inc.
2582 N. Santiago Blvd, Suite A
Orange, CA 92867 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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