Blog
Key Tax Policy Differences: House vs. Senate Finance Bills
As lawmakers shape the next chapter of U.S. tax policy, notable differences have emerged between the House and Senate Finance Committee proposals. Financial professionals and investors should be aware of several key distinctions that could influence long-term planning:
FORBES RECOGNIZES DAN ROMERO AS A BEST-IN-STATE WEALTH ADVISOR
[Orange, CA] — [April 2025] – Daniel S. Romero, CFP® an independent LPL Financial advisor in Orange, CA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry....
ROTH and Traditional IRAs – Strategies for Building Your Retirement in 2025
Retirement savers understand the importance of being proactive. Having healthy retirement savings can help you live comfortably in your later years. As stewards of our clients' wealth, we take great satisfaction in helping them prepare for retirement. We also enjoy...
Understanding the SECURE Act’s Impact on IRAs Left to Trusts
In 2019, the SECURE Act introduced significant changes to retirement accounts, and in 2022, the IRS provided proposed regulations that surprised many financial professionals. Now, in 2024, the IRS has finalized these rules, and they have a big impact on how IRAs left...
Research
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
And while we think the interplay between the good (lower rates) and bad (higher term premium) will persist throughout the rest of the year, given the still resilient economic conditions, we think rates, particularly the 10-year Treasury yield, could drift higher in the near term before ending the year between 4.0% to 4.5%.
Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty | Weekly Market Commentary | June 30, 2025
If “tariff” isn’t the word of the year for stock investors so far, then perhaps it’s “uncertainty.” Uncertainty around trade policy dominated the path of the stock market in the first half and will continue to play a large role in the second half.
Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025
With investor focus now squarely back on U.S. equities as new all-time highs are in sight, we dig into why strategic allocations should still consider, despite recent outperformance and multiple expansion, diversification into international equities
China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025
Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations.
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