Blog
Quarterly Economic Update: Second Quarter 2021
In the first half of 2021, investors welcomed a new administration in the United States of America, saw the reopening of many countries, experienced volatility in equity markets…
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.
Research
Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
With the Federal Reserve (Fed) pointing to higher-for-longer monetary policy last week (before Friday’s softer jobs report), we also explore how stocks perform during prolonged Fed pause periods.
Quarterly Economic Update First Quarter 2024
The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the Federal Reserve confirmed that...
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.
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