Blog
One of our main goals as holistic financial advisors 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...
During volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is especially true for those investors who monitor their portfolios daily and can be tempted to pull out of the market and wait on the...
The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support and the Senate already considering changes...
Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals. Doing it on a consistent basis can help maintain the soundness of your portfolio during market fluctuations, interest rates adjustments and life...
So, I recently lost my driver’s license which of course required me to get a new one. I’ve heard these rumors and whispers that we all need to get a “REAL ID” prior to a deadline in 2020, so this seemed as good a time as any to knock that off the list. What is the...
New York, NY — February 28, 2019 – Daniel Romero of Romero & Levin Wealth Management, Inc. was recently ranked No. 48 in California in the annual Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list highlights over 2,000 of...
