Low Interest Rates and Investors

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain near zero until the economy recovers from...

Midyear Outlook 2020: The Trail to Recovery

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery....

Quarterly Economic Update: Second Quarter 2020

After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial Average’s (DJIA) worst first quarter ever the index posted its best second quarter performance since 1938 rising over 17%....

CEFEX News Release

INVESTMENT ADVISOR IS CERTIFIED FOR FIDUCIARY EXCELLENCE PITTSBURGH, JUNE 9, 2020 – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360® company, has certified Romero Wealth Management to the standard described in the handbook “Prudent Practices® for Investment...

Traditional and ROTH IRAs – Taking Retirement Into Your Own Hands

It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement might not be the best plan. Financial woes combined with the fact that the U.S. population is continuing to age,...

Quarterly Economic Update: First Quarter 2020

No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including...