News & info from Romero Wealth Mgmt. Securities offered through LPL Financial, Member FINRA/SIPC, https://teapaw.org/t.co/Ewb0ZEeJOh & https://teapaw.org/t.co/0ZqgzBIRjy
Orange, CA
Joined January 2009
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Daniel S Romero, CFP® retweeted
Shawn “Scoop” Romero 11/3/26
2-4 with this 106 EV HR
C/1B with D1 experience (Pepperdine)
Good bat with solid defense that’s only getting better! Excited to watch him this spring for the Dons!
@ScoopRomero
#donsroll
Daniel S Romero, CFP® retweeted
Seven times a Republican President faced a Democratic Congress.
Up 17.5% on average six months later and never lower for the S&P 500. In fact, strong returns across the board.
Split government. Gridlock. Headlines everywhere. So what does history say the markets do next? The answer might surprise you. I break it down in one minute
youtube.com/watch?v=_a8F9MZo…
RT @JulesRomero17: I will be out in Arizona for the Team NJ Arizona Fall Invitational. PITCHER / HITTER Fall 2026 numbers:
- 43 AB
- .…
Daniel S Romero, CFP® retweeted
8th HR of fall… 39 AB
@FCBrashear
SATURDAY, OCTOBER 24 – FC Brashear Showcase Games
Location: Grand Terrace High School
•1:30 PM vs. FC Brashear 16U
•3:15 PM vs. FC Brashear 16U
SUNDAY, OCTOBER 25 – FC Brashear Showcase Games
Location: Villa Park High School – Varsity Field
•8 AM vs. Explosion 18U
•9:45 AM vs."Pure Gold"
#UNCOMMITTED
The new $6,000 senior deduction may help reduce taxes for many retirees.
Who qualifies, and how much could you save?
romerowm.com/the-new-6000-se…
Honored to be recognized among @LPL Financial's distinguished advisors for our work in 2025. This achievement* reflects our teams dedication to helping families in Socal navigate todays complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence.
* LPL Club levels are based on 2025 calendar year production among LPL advisors
romerowm.com/dan-romero-of-r…
Daniel S Romero, CFP® retweeted
7 games with @FCBrashear
🥇won @triplecrownspts @thealliancefp qualifier
🥎 .500 (10/20)
🥎 5 HR, 12 RBI
🥎 1.874 OPS
🥎 17 IP
🥎 19 K
🥎 1.235 ERA, 0.647 WHIP
#UNCOMMITTED
Some video 👇
Daniel S Romero, CFP® retweeted
When the S&P 500 is up between 10-20% YTD (the sweet spot) heading into Q4, then Q4 has been higher 18 out of 21 times with above average returns.
What should investors be watching in 2026?
Join our presentation: Managing Your Wealth in 2026 – Including Proactive Tax Planning Strategies
We’ll cover markets, tax strategies, Roth conversions, and planning opportunities.
Register here:
romerowm.com/events/
Daniel S Romero, CFP® retweeted
Back at it. First 2 games with @FCBrashear
Some hitting highlights:
Most investors think market volatility is the problem.
History suggests it's something else entirely.
The biggest threat to long-term wealth may be the decisions investors make during uncertain times.
Read more: romerowm.com/staying-the-cou…
#Investing #WealthManagement #FinancialPlanning
Daniel S Romero, CFP® retweeted
Zero stocks in the S&P 500 made a new 52-week low yesterday. Hard to have that bear market we keep hearing about when stocks aren't going blower.
Looking for a retirement hobby? Consider this public service announcement:
columbiaassociation.org/blog…
@ColumbiaAssn
Congratulations to Addison Layous, the 2026 recipient of the KHR Legacy Scholarship! 🎓
This one means a lot to our family. It's given in honor of my dad, Karl H. Romero, and his belief that students deserve every chance to reach their fullest potential.
So proud to hand this off to Addison today. Go get it! 🥎
We're getting a ton of questions on these already. Trump Accounts launched July 4 with a $1,000 federal seed... and some of the country's biggest names are chipping in millions more. Here's how they stack up against a 529 or UTMA 👇
romerowm.com/trump-accounts-…
Q2 in one line: markets hit new highs while inflation, oil, and the Fed kept everyone guessing. Here's what actually moved the needle 👇
romerowm.com/quarterly-econo…
