Blog
Quarterly Economic Update: Second Quarter 2020
After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter…
CEFEX News Release
CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360® company, has certified Romero Wealth Management to the standard described in the handbook…
Traditional and ROTH IRAs – Taking Retirement Into Your Own Hands
It is extremely important that we all take our retirement into our own hands.
Quarterly Economic Update: First Quarter 2020
No one expected the longest bull market in history to see its demise brought on by a virus…
Research
Weekly Market Performance — March 20, 2026
LPL’s Weekly Market Performance for the week of March 16, 2026, highlights the latest geopolitical developments, Fed decision, and global market headlines.
Finding Portfolio Resilience in Uncertain Times
LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, and stay disciplined amid ongoing geopolitical risks.
Do Midterm Elections Matter for Markets? A Historical Perspective
LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but history favors patience. Focus on your plan, not politics.
Earnings Strength Remains Amid Mideast Conflict
LPL Research assesses the potential effects of war in Iran on earnings, highlighting the resilience of the U.S. economy and corporate America.