We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle…
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.
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…
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.
Market pundits may have to revisit the popular “Sell in May” adage as stocks rose for the seventh May in the past eight years…
The US economy almost certainly entered a recession in March 2020 as a result of the lockdowns and business closures to contain the COVID-19 pandemic…
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far…
The rally continued as the S&P 500 Index closed out May on the positive side. The disconnect between stocks and the economy generated widespread concern among some investors.
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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