Blog

4 views on one big beautiful bill

Now that President Trump’s One Big Beautiful Bill Act has been signed into law, investors are turning their attention to the impact that the massive tax and spending legislation could have on the U.S. economy and financial markets. Among many other provisions, the law...

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School’s In. Thank a Teacher!

In my part of the country, it’s back to school time. Made me think back to my childhood. (Where we started school AFTER Labor Day!) 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...

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What the megabill means for wealth planning

With President Donald Trump’s signature on the One Big Beautiful Bill Act (OBBBA), the federal government has provided some much-desired consistency around the direction of tax policy. The sprawling bill has so many components and areas of impact that it’s worth...

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Revenge of diversification

Happy July! We are now in the second half of 2025. Q2 2025 investment markets, overall, have performed positively with the exception of small company stocks. (See far right “YTD” Column). Q2 quarter’s performance was led by international developed market stocks (DM...

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Happy 4th of July

"Courage is not the absence of fear , but the capacity to act despite our fears." ~ John McCain We will be closed tomorrow, July 4, 2025. We hope everyone has a safe and happy holiday weekend. We look forward to serving you when we return! Schedule a Meeting

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?