Blog
FORBES NAMES DANIEL ROMERO AMONG AMERICA’S TOP FINANCIAL ADVISORS
New York, NY — March 7, 2018 – Daniel Romero an independent financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors.
Jason Martinez Earns Prestigious Chartered Financial Analyst Designation
Los Angeles, CA - September 8, 2017 Jason Martinez, a Research Associate at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter, one of the most respected and...
Daniel S. Romero Recognized by Financial Times as a Top Retirement Plan Advisor
San Diego, CA – June 8, 2015—Daniel S. Romero of Romero & Levin Wealth Management, Inc., in Santa Ana, CA, was recently named to the Financial Times Top 401 Retirement Plan Advisors list.
Research
Possible Halloween Scares For Markets And The Economy | Weekly Market Commentary | October 30, 2023
Can Something Good Come From A Crisis? | Weekly Market Commentary | October 23, 2023
Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year.
Earnings Hope To Keep This One-Year Old Bull Market Going | Weekly Market Commentary | October 16, 2023
The October-November reporting season can be particularly interesting because full-year numbers are nearly locked in while more companies share thoughts on the year ahead. Here are several things we will be watching as reports stream in.
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter.