Blog
Portfolio Rebalancing in a Low Interest Rate Environment: Consider Interest Rate Risk!
Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals…
Funding Your Retirement: Some IRA Choices to Consider
It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan…
Research
Portfolio Compass | November 20, 2019
Relative valuations and the latest move higher in interest rates favor value stocks, but recent Federal Reserve (Fed) rate cuts and slowing economic growth favor growth…
Recession Watch | Weekly Market Commentary | November 18, 2019
Why would we write a report about recession with the S&P 500 at record highs? Consider it a check-up. Just because you feel good doesn’t mean you skip your annual physical at the doctor…
Market Insight Monthly | October 2019
Gross domestic product (GDP) grew 1.9% in the third quarter, its slowest pace of growth since the fourth quarter of 2018.
A Tale of Two Economies | Weekly Market Commentary | November 11, 2019
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.
CONTACT US
Romero Wealth Management, Inc.
1585 E. 17th Street
Santa Ana, CA 92705 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
DOWNLOAD THE APP
APP COMING SOON!
SIGN UP FOR OUR NEWSLETTER