Blog
Outlook 2020: Bringing Markets Into Focus
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…
Year-end Tax Moves for 2019
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.
Strategies for Investors in a Volatile Market
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 New SECURE Act and Proactive Retirement Planning
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.
Research
Global Portfolio Strategy | June 9, 2020
Market pundits may have to revisit the popular “Sell in May” adage as stocks rose for the seventh May in the past eight years…
Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020
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…
Client Letter | Looking Forward | June 4, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far…
Stocks Rally and Roll | Weekly Market Commentary | June 1, 2020
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.
CONTACT US
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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