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Research
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
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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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