Blog

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 up north 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...

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Continuing Education to Better Serve You

This past weekend, I spent two full days attending Ed Slott's Instant IRA Success Workshop, an intensive program focused on the latest IRA, retirement, and tax planning strategies. Over the course of the workshop, more than 420 pages of retirement and tax planning...

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3 themes for the second half of 2026

If you've been watching the news and wondering about your portfolio, you're not alone. But according to our strategic partners, Capital Group, here's what the noise might be drowning out... "Thus far in 2026, stock markets have reached a series of new highs amid wars...

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