Blog
DANIEL S. ROMERO HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Orange, CA — January 27, 2021] — Daniel Romero an independent LPL Financial advisor at Romero Wealth Management in Orange, today announced his inclusion in LPL’s Chairman’s Club.
APFA Q1 Economic Update
What a difference a year makes. The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom.
Traditional and ROTH IRAs – Strategies for Building Your Retirement
DANIEL S. ROMERO, CFP® RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR
ORANGE, CA — February 2021 – Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 61 in California in the 2021 Best-In-State Wealth Advisors list published by Forbes.
Research
Three Things That Worry Us | Weekly Market Commentary | June 28, 2021
LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.
Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021
Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.
Sustainable Investing Becoming Mainstream in Fixed Income | Weekly Market Commentary | June 14,2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic…
Global Portfolio Strategy | June 9, 2021
We expect stocks to continue to grow into their valuations on the back of tremendous earnings momentum as the economy fully reopens, vaccine distribution…
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