Happy Labor Day weekend! As we kick off the unofficial start of fall, reminder that NOW is the best time to get your 2024 tax planning done. Proactive tax strategies can help you potentially put more money in your pocket and minimize your tax liability. Your CPA,...
In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...
We’ve worked with dentists for over 20 years. Some of the top concerns dentists have stayed the same and some have changed. Two of the top concerns we are seeing today are staffing and growing your practice. Staffing is a one that has risen to the top in the last 5...
I understand the concerns during these crazy markets like today. I know it is not fun. Seeing markets gyrate makes for an emotional roller coaster. You have lived through this before (think 2020 COVID, 2008 great recession, 2000 internet crash). Please keep the faith!...
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing as we approach November 5. To provide answers, Capital...
