ORANGE, CA — February 2021 – Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 61 in California in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing...
Income tax is a large revenue source for the United States government. While tax rates have changed many times, since the 1860’s, the United States has used a “progressive” tax code. A progressive tax code means that people who make more money are taxed at a higher...
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...
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...
MORE THAN MOST YEARS, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of...
After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and they might be contested for the foreseeable future. A new administration could bring changes, so we thought it would be...
