Blog
Quarterly Economic Update: Fourth Quarter 2020
Strategies for Investors in Uncertain Times
After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and they might be contested for the foreseeable future.
Annual Plan Limits
For Plans that are on an off-calendar year, compensation is based on the annual limits in effect at the beginning of the Plan Year…
Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place.
Research
Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024
In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared principles.
It’s Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024
A soft landing looks achievable, barring any shocks. Disinflation while preserving labor market strength is only possible with anchored inflation expectations, so an independent and credible central bank is key. One of the best concepts in the speech for investors to understand is the current data shows an evolving macro landscape. The jury is still out on if the Fed can successfully manage the risks to both sides of their dual mandate.
Stock and Bond Market FAQs From the Field | Weekly Market Commentary | August 19, 2024
Every year as the summer months draw near their end, LPL Financial hosts its annual conference for financial advisors. While the conference is an excellent opportunity for advisors to expand upon professional interests, discover ways to enhance their impact on clients, and connect with industry experts — learning is a two-way street.
Pullbacks Are Common but Painful | Weekly Market Commentary | August 12, 2024
Like a stubbed toe, pullbacks in the market are inevitable, something investors tend to forget during periods of low volatility.
CONTACT US
Romero Wealth Management, Inc.
2582 N. Santiago Blvd, Suite A
Orange, CA 92867 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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