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
LPL Research’s 2026 Strategic Asset Allocation
LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long‑term outcomes across shifting market environments.
Eight Takeaways from the Supreme Court’s Tariff Ruling
On February 20, the U.S. Supreme Court ruled that the Trump administration’s tariffs issued under the International Emergency Economic Powers Act (IEEPA) are illegal.
The Return of the Stock Picker’s Market
The Return of the Stock Picker’s Market Adam Turnquist | Chief Technical Strategist Last Updated: February 17, 2026 If you judged the S&P 500 solely by its flat year-to-date performance, you may assume it has been an uneventful year for the U.S. equity market. However, underneath the surface of the market is a much different…
From Bubble Fears to Disruption Risk: The New AI Market Narrative
From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial…



