The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President.
Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals…
So, I recently lost my driver’s license which of course required me to get a new one. I’ve heard these rumors and whispers that we all need to get a “REAL ID” prior to a deadline in 2020, so this seemed as good a time as any to knock that off the list.
New York, NY — February 28, 2019 – Daniel Romero of Romero & Levin Wealth Management, Inc. was recently ranked No. 48 in California in the annual Best-In-State Wealth Advisors list published by Forbes.
Even with some bumps in the road, we expect the economic expansion to continue through 2020 and help power forward this bull market…
After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility…
The S&P 500 Index’s latest rally has been anything but gradual, though, and the bull market has charged past our expectations for this year so far…
Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year…
Romero Wealth Management, Inc.
1585 E. 17th Street
Santa Ana, CA 92705 (map it)
Phone: 714 547-8787
Fax: 714 547-8080
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