Blog
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.
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…
The New SECURE Act and Proactive Retirement Planning
The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President.
Research
Outlook 2020: Client Letter
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors…
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…
Technicals Check-In | Weekly Market Commentary | December 2, 2019
Market momentum, global participation, and technical support all provide reasons to think gains may not be over for 2019…
Have We Hit the Earnings Bottom? | Weekly Market Commentary | November 25, 2019
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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