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Politics and Investing

Politics and Investing

It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. However, savvy investors have learned that equity markets have historically cared more about...

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Proactive Year-end Tax Planning for 2024 and Beyond

Proactive Year-end Tax Planning for 2024 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...

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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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