Blog

Year-end Tax Moves for 2019

Year-end Tax Moves for 2019

One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.

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Strategies for Investors  in a Volatile Market

Strategies for Investors in a Volatile Market

Trying to time the market can be extremely difficult. One solution is to always understand your personal situation. Try to plan for your equity investments to maintain a long-term horizon and ignore the short-term fluctuations…

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Research

Outlook 2020: Printer-Friendly

Outlook 2020: Printer-Friendly

Trade risk, slower global growth, and the impeachment inquiry have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient…

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CONTACT US


Romero Wealth Management, Inc.
1585 E. 17th Street
Santa Ana, CA 92705 (map it)

Phone: 714 547-8787
Fax: 714 547-8080

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