Blog
Quarterly Economic Update Second Quarter 2024
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates. However, during the quarter, strong performances from companies tied to...
Converting 529 Plans to Roth IRA
A significant benefit has come to fruition on December 29, 2022. President Biden signed the “Consolidated Appropriations Act of 2023”, which included the “SECURE 2.0 Act of 2022”. Well, now, starting from January 1, 2024, any remaining funds in a 529 account can be...
Common Investing Mistakes
Whether someone has $50,000 or $5,000,000 to invest, there are several investment pitfalls that any investor can fall into. One of our goals as financial professionals is to help clients avoid these pitfalls, which could be very costly. We have come across many...
Using ROTH and Traditional IRAs as Strategies for Building Your Retirement in 2024
Everyone saving for retirement knows being proactive is very important. Having healthy retirement savings can help you live comfortably in your golden years. As stewards of our clients’ wealth, we get great satisfaction helping parents and grandparents contribute to...
Research
China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025
Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations.
Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025
Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations — higher inflation dampens the present value of future earnings and, historically, correlates with lower stock valuations.
Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025
Corporate buybacks, arguably one of the less-discussed catalysts, likely provided an additional boost to the market’s quick recovery. In this week’s Weekly Market Commentary, we explore recent repurchase activity, including who is buying back stock, how much, and how buyback companies have historically performed.
Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025
On Wednesday, May 28, the U.S. Court of International Trade (CIT) essentially blocked the majority of President Trump’s tariffs. A three-judge panel issued summary judgment against the tariffs enacted under the International Emergency Economic Powers Act (IEEPA), claiming they were unconstitutional and “exceed any authority granted by the President by IEEPA.”
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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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