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Low Interest Rates and Investors
Midyear Outlook 2020: The Trail to Recovery
LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery.
Quarterly Economic Update: Second Quarter 2020
CEFEX News Release
CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360® company, has certified Romero Wealth Management to the standard described in the handbook…
Research
The Bull Case for Stocks | Weekly Market Commentary | September 14, 2020
Markets have been on a wild ride in September so far, with a strong first two days of the month followed by one of the sharpest 10% corrections ever for the NASDAQ.
Global Portfolio Strategy | September 11, 2020
Stocks continued their positive momentum with strong gains in August before volatility returned in early September.
Top 10 Investor Questions | Weekly Market Commentary | September 8, 2020
Many investors, ourselves included, find it difficult to understand why stocks have done so well lately in such a challenging economic environment and COVID-19 still an ongoing threat.
Client Letter | Back to School in a New Way | September 3, 2020
Going back to school signals changes for everyone, including COVID-19 preparedness, an election, and impressive S&P 500 performance.
CONTACT US
Romero Wealth Management, Inc.
2520 N. Santiago Blvd,
Orange, CA 92867 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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