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.
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.
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.
There are many years that history could easily forget, but 2020 certainly will not be among them.
LPL Research reviews an incredible earnings season and speculates on a potentially strong earnings rebound for 2021 and beyond.
LPL Research reviews the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio.
LPL Research considers some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk.
We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.
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