Blog
TIPS for THE REAL ID for THE REAL RESIDENTS of THE OC
So, I recently lost my driver’s license which of course required me to get a new one. I’ve heard these rumors and whispers that we all need to get a “REAL ID” prior to a deadline in 2020, so this seemed as good a time as any to knock that off the list.
DANIEL ROMERO, CFP® RECOGNIZED BY FORBES AS A TOP WEALTH ADVISOR
New York, NY — February 28, 2019 – Daniel Romero of Romero & Levin Wealth Management, Inc. was recently ranked No. 48 in California in the annual Best-In-State Wealth Advisors list published by Forbes.
Funding Your Retirement: Some IRA Choices to Consider
It’s extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement is not the best plan…
DANIEL ROMERO, CFP® RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Daniel Romero, CFP®, an independent LPL Financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, today announced his inclusion in LPL’s Chairman’s Club.
Research
Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024
LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another solid earnings season and stocks have mostly performed well during the peak weeks of reporting season in recent years.
Artificial Intelligence: The Antidote To Fed Policy? | Weekly Market Commentary | June 24, 2024
Developments in artificial intelligence may be the antidote for an aging population, but it takes time for these advancements to work themselves into the fabric of our nation’s businesses. The impact of new developments can persist in markets, so investors need to carefully discern what could be different this time around.
Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
India At The Crossroads | Weekly Market Commentary | June 10, 2024
Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.
