Research Archives Page 18 of 64 - Romero Wealth Management

Earnings Preview-Malaise Continues | Weekly Market Commentary | April 10, 2023

First quarter earnings season kicks off this week with some big banks reporting toward the end of the week. In some ways this quarter’s earnings season will probably be déjà vu all over again— earnings declines and cautious guidance, reductions in estimates, but...

Who is Right, Fed or Markets? | Weekly Market Commentary | April 3, 2023

Financial markets and the Federal Reserve are reading from two different playbooks. Who is right? The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes with an expectation of holding rates up...

The 36-Hour SVB Collapse and Hierarchy of Blame | Weekly Market Commentary | March 27, 2023

A lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence in the health of the banking system as a result of the sharp rise in interest rates that has led to some things “breaking,” as we wrote about here last week....

Wading Through Financal Stability Risks an Action Plan | Weekly Market Commentary | March 20, 2023

The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year, it was almost a near certainty this time would...

Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023

Last week did not play out how we anticipated. Coming into the week, it was all about Federal Reserve (Fed) Chair Jerome Powell’s congressional testimony and the February jobs report. Instead, we got a shockingly fast collapse of a financial institution with over $200...

No Landing = No Sense | Weekly Market Commentary | March 6, 2023

Suggesting an economy makes “no landing” makes no sense. Analogies eventually break down, especially this one. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with...

« Older Entries

Next Entries »

Director of Business Development

Jessica Hansen

Jessica joined the RWM team in January 2021, with a 20-year history in the financial services industry specializing in business process improvement, KPI implementation, team development, corporate social responsibility, marketing, and strategic relations. As the Director of Business Development, Jessica works alongside CEO Dan Romero to streamline business practices, innovate and implement strategic plans, and enhance the firm’s organizational efficiency.

Jessica graduated from California State University, Fullerton where she double majored in Japanese and International Business. She is currently working on her MBA at Concordia University, Irvine. When not hard at work or school, Jessica can be found outside hiking, enjoying the beach, at home baking, or just being with her family and friends.

Jessica holds FINRA licenses 7, 6, and 63 with LPL Financial.

Jessica is a Registered Administrative Assistant with LPL Financial.