Blog
Market Volatility Update
The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet.
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020
Outlook 2020: Bringing Markets Into Focus
We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle…
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.
Research
Client Letter | A Unique Economic Situation | April 8, 2020
The current economic climate is unique in its causes, possible duration, and challenges, but it may soon provide investment opportunities…
Market Bottoming Process Continues | Weekly Market Commentary | April 6, 2020
The war against the COVID-19 pandemic continues this week as the number of new cases and deaths continues to grow…
Client Letter | When It Rains Gold, Reach for A Bucket | April 2, 2020
The COVID-19 impact has been devastating, but as the economy positions to recover, it could offer opportunities for longer-term investors.
Road To Recovery Playbook Update | Weekly Market Commentary | March 30, 2020
The COVID-19 pandemic continues to significantly and negatively impact the global economy, making this crisis one of the worst we have ever faced…
CONTACT US
Romero Wealth Management, Inc.
2582 N. Santiago Blvd, Suite A
Orange, CA 98267 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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