APFA Q1 Economic Update

What a difference a year makes. The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd...

2021 Chairman’s Club Press Release

DANIEL S. ROMERO HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS Orange, CA — January 27, 2021] — Daniel Romero an independent LPL Financial advisor at Romero Wealth Management in Orange, today announced his inclusion in LPL’s Chairman’s Club. This elite...

Quarterly Economic Update: Fourth Quarter 2020

There are many years that history could easily forget, but 2020 certainly will not be among them. The year 2020 challenged us in more ways than we were prepared for and the thoughts of a “Happy New Year” seemed to be more prevalent this New Year’s Eve than ever. In...