Blog
Proactive Year-end Tax Planning for 2024 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...
Understanding Volatility and the Benefits of a Long-term Investing Strategy
Investors typically include equities in their long-term plans with the expectation of generating a positive return. Historically, over longer periods of time, this strategy has helped many investors achieve their desired goals. While it would be accommodating if...
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...
Research
Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025
Earnings season is usually predictable quarter to quarter in the absence of economic inflection points.
Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 01, 2025
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They are largely about...
Equity Market Melt-Up Cools as Government Shutdown Looms | Weekly Market Commentary | September 29, 2025
U.S. equity markets have bucked the weak September seasonality trend (thus far) and rallied to fresh highs this month, with the S&P 500 holding onto a 2.8% monthly gain as of September 26.
No Risk-Free Path | Weekly Market Commentary | September 22, 2025
At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.
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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