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Embracing Fiduciary Excellence
Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement.
Market Volatility: A Part of the Investment Experience
Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful.
DANIEL S. ROMERO HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
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.
APFA Q1 Economic Update
What a difference a year makes. The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom.
Research
Sustainable Investing Becoming Mainstream in Fixed Income | Weekly Market Commentary | June 14,2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic…
Global Portfolio Strategy | June 9, 2021
We expect stocks to continue to grow into their valuations on the back of tremendous earnings momentum as the economy fully reopens, vaccine distribution…
Policy Shifts May Challenge Market | Weekly Market Commentary | June 7,2021
Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues.
Client Letter | Gearing Up for Summer | June 3, 2021
The next several months may historically be the most volatile of the year, but the U.S. economy continues to recover remarkably quickly with many positives.
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