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Market Volatility Update

Market Volatility Update

The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet.

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Year-end Tax Moves for 2019

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.

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Strategies for Investors  in a Volatile Market

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…

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Research

It’s Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024

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.

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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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