Blog
Daniel Romero, Cfp® of Romero Wealth Mgmt. Recognized as One of Lpl Financial’s Top Financial Advisors
[Orange, CA] — [January 2025] – Daniel Romero, CFP® a financial advisor at Romero Wealth Management in Orange, today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a...
Politics and Investing
It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. However, savvy investors have learned that equity markets have historically cared more about...
Proactive Year-end Tax Planning for 2024 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...
Understanding Volatility and the Benefits of a Long-term Investing Strategy
Investors typically include equities in their long-term plans with the expectation of generating a positive return. Historically, over longer periods of time, this strategy has helped many investors achieve their desired goals. While it would be accommodating if...
Research
Weekly Market Performance | June 18, 2026
LPL’s Weekly Market Performance for the week of June 15, 2026, highlights easing geopolitical tensions, monetary policy decisions, and bond market moves.
China’s Lower Oil Imports Weigh on Prices
LPL Research observes shrinking Chinese oil imports, suggesting supply shifts that are contributing to softer global oil prices.
The Logic of Investment Manager Pairings
LPL Research explains investment manager pairings as a portfolio construction tool that may increase the consistency of performance relative to benchmarks.
Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.