Blog
The New SECURE Act and Proactive Retirement Planning
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.
Portfolio Rebalancing in a Low Interest Rate Environment: Consider Interest Rate Risk!
Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals…
TIPS for THE REAL ID for THE REAL RESIDENTS of THE OC
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.
DANIEL ROMERO, CFP® RECOGNIZED BY FORBES AS A TOP WEALTH ADVISOR
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.
Research
Treasury Market: Stuck Between Iran and a SaaS Space
LPL Research examines how Treasury yields are caught between AI‑driven growth concerns and rising inflation pressures from escalating geopolitical risks.
Navigating Market Volatility During the Iran Crisis
In our 2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
Weekly Market Performance — March 6, 2026
LPL Research provides its Weekly Market Performance for the week of March 2, 2026. Capital markets faced a challenging start to March as geopolitical tensions between the U.S. and Iran, rising oil prices, and renewed inflation concerns pressured global equities and bonds…
Managed Futures: Current Positioning and Geopolitical Risks
Managed futures strategies, also known as Commodity Trading Advisors (CTAs) or trend-followers, are designed for environments where macro shifts drive persistent price trends across equity, bond, commodity, and currency markets…