Blog
Understanding Rising Interest Rates
DANIEL S ROMERO, CFP® RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR
Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 60 in California in Forbes’ 2022 Best-In-State Wealth Advisors list.
When Volatility is Rising, Boring is Beautiful: Part II…
In last week’s email on “….Boring is Beautiful: Part I,” we covered the railroad industry. This week we are covering well-run treasure hunt retailers.
Market Downturns: Uncomfortable But Not Uncommon
After two solid years of strong returns, equity markets are currently experiencing a significant downfall in 2022.
Research
Getting Jobs Market Back into Balance | Weekly Market Commentary | September 12, 2022
LPL Research discusses the latest job reports, rising temp workers ratios, and the path to lower inflation.
Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
Client Letter | The Best and Worst of Times | September 7, 2022
Calendar Cruelty | Weekly Market Commentary | September 6, 2022
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