Blog
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.
Quarterly Economic Update: Fourth Quarter 2020
Research
Here Comes The Earnings Boom | Weekly Market Commentary | March 1, 2021
LPL Research reviews an incredible earnings season and speculates on a potentially strong earnings rebound for 2021 and beyond.
Sustainable Investing Year In Review | Weekly Market Commentary | February 22, 2021
LPL Research reviews the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio.
The Search for Income | Weekly Market Commentary | February 16, 2021
LPL Research considers some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk.
Global Portfolio Strategy | February 9, 2021
We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.
CONTACT US
DOWNLOAD THE APP
APP COMING SOON!
SIGN UP FOR OUR NEWSLETTER