Blog
Traditional and ROTH IRAs – Strategies for Building Your Retirement
DANIEL S. ROMERO, CFP® RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR
ORANGE, CA — February 2021 – Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 61 in California in the 2021 Best-In-State Wealth Advisors list published by Forbes.
Helpful Information for Filing 2020 Income Taxes & Proactive Tax Planning for 2021
Income tax is a large revenue source for the United States government. While tax rates have changed many times, since the 1860’s, the United States has used a “progressive” tax code.
2021 Chairman’s Club Press Release
Orange, CA — January 27, 2021] — Daniel Romero an independent LPL Financial advisor at Romero Wealth Management in Orange, today announced his inclusion in LPL’s Chairman’s Club.
Research
The Earnings Boom Is Here | Weekly Market Commentary | April 12, 2021
The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season.
Raising Forecasts…Again | Weekly Market Commentary | April 5, 2021
LPL Research revises previous forecasts to better reflect the growing optimism of an economy on the rebound.
Client Letter | Spring Into A Positive Outlook | April 1, 2021
Developments in the economy and the fight against the virus are likely to provide the ingredients for a positive outlook through the remainder of the year.
The Brink of an Inflation Crisis? | Weekly Market Commentary | March 29, 2021
CONTACT US
DOWNLOAD THE APP
SIGN UP FOR OUR NEWSLETTER