Blog
Understanding Rising Interest Rates
DANIEL S ROMERO, CFP® RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR
Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 60 in California in Forbes’ 2022 Best-In-State Wealth Advisors list.
When Volatility is Rising, Boring is Beautiful: Part II…
In last week’s email on “….Boring is Beautiful: Part I,” we covered the railroad industry. This week we are covering well-run treasure hunt retailers.
Market Downturns: Uncomfortable But Not Uncommon
After two solid years of strong returns, equity markets are currently experiencing a significant downfall in 2022.
Research
Bear Market Question and Answer | Weekly Market Commentary | June 21, 2022
Client Letter | A Bear Market is Officially Here | June 14, 2022
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
CONTACT US
DOWNLOAD THE APP
SIGN UP FOR OUR NEWSLETTER
Third Party Savings
