Daniel S Romero, CFP® @17thStJournal
News & info from Romero Wealth Mgmt. Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/Ewb0ZEeJOh & https://t.co/0ZqgzBIRjy RomeroWM.com Orange, CA Joined January 2009-
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Daniel S Romero, CFP® retweeted
Two-run 💣 from @ScoopRomero @PepperdineBASE 4-2 Riptide in the 4th
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Estate planning isn't just for the wealthy. Every adult needs these 4 documents... and most people don't have them. DPOA. Healthcare Proxy. Living Will. HIPAA Authorization. Don't leave your family guessing. 👇 romerowm.com/estate-plannin…
Food for thought...
Moral of the story - do NOT chase hot IPOs Year-1 average drawdown = 55% Year-1 median drawdown = 54% Table: Truist
Daniel S Romero, CFP® retweeted
@JulesRomero17 is true two way player. Held it down in the circle all year long and was voted Freeway League Pitcher of the Year. At the plate hit 10HRs and had 37 RBI. @ocvarsityguy @ocvarsity @OCSportsZone @latsondheimer @VPHSathletics
Daniel S Romero, CFP® retweeted
Everyone's focused on layoffs and recession fears. Since 1968, when continued unemployment claims were below their 78-week average, $1 invested in the S&P 500 grew to $43.97. When claims were above their 78-week average, that same $1 grew to just $1.94. Claims are currently below their 78-week average. Read full analysis: users.sentimentrader.com/users/kaeppels…
AI can move at light speed. People can't. That gap is where most investors get burned right now. My latest on what AI actually means for your portfolio... plus housing, bonds, and cutting through the noise. linkedin.com/pulse/ai-inves…
The 24th Annual KHR Legacy Scholarship is open! Romero Wealth Management is awarding $1,000 to a graduating HS senior in memory of Karl H. Romero. Deadline: July 8, 2026 Apply → romerowm.com/khrlegacy/ #Scholarship #KHRLegacy
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2-0 start to @CIFSS__ playoffs - Two CG wins, 13K - 3 HR 👇👇 - Coach @twilliams714 collects win 200
Great game @JulesRomero17 !
Vp 5 Elsinore 3. Jules Romero CG 6H 3R 5Ks, 1-3 HR RBI. Jordyn Noriega 1-2 HR, sac fly, 3RBI. Fr Claire Struck 1-2 HR. Shea Gonzalez 2-3 3SB. Hannah Estrada 1-2. Spartans play at Liberty 5-15 at 1 PM @ocvarsity @ocvarsityguy @VPHSathletics @VP_Principal
@ESPNPlus - whats going on with @SCU_Baseball @PepperdineBASE game!?!
Our H2 outlook: the fundamentals are aligning. Strong earnings. 2.5% productivity growth. Historic private-sector capex into data centers. Energy independence. Defense spending flowing into manufacturing. The Fed holding steady. The 10-year near its historic average. Tariffs? Being absorbed and offset by AI-driven cost savings — the April selloff may have been a misread. GDP could reach 4%–6% growth by Q4. Bull market through 2027. Data center suppliers lead the way. It is time to be invested. linkedin.com/posts/romerolp… Not investment advice. Investing involves risk.
Daniel S Romero, CFP® retweeted
Just. Getting. Started. 😤 #MakeWaves | @PepperdineWaves
Daniel S Romero, CFP® retweeted
Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.
Own stocks, ETFs, or mutual funds? You may have shareholder voting rights — and proxy notices (plus follow-ups) are how companies fulfill that obligation. Regulations require minimum participation, hence the reminders. We can explain what's on the ballot. How you vote is always your call.
80–90% of new financial advisors quit within 3 years. Not because they couldn't do the math. Because they didn't understand what they were actually signing up for. I wrote this for the college students who call me every few weeks asking how to break in. romerowm.com/so-you-want-to…
Congress just created a new savings account for kids — the 530A. No earned income required, $5K/year cap, low-cost index funds only, and a $1,000 government seed for children born 2025–2028. It launches July 2026. Here's what families need to know now 👇 romerowm.com/trump-accounts…
Daniel S Romero, CFP® retweeted
The past 20 years that saw a 7-day win streak also saw the S&P 500 higher for that full year 95% of the time and up 18.8% on avg. The only year this didn't work was 2000 and the tech bubble. Stocks are currently flat YTD, which could mean better times are coming in 2026.
Daniel S Romero, CFP® retweeted
@VPSoftball has won 5 of 6 and moved into first place in Freeway League. Not my sharpest day on mound, but did get a hold of one vs Brea, 4th of season. 👇 Final: 10-4
Honored to be named to the @Forbes Best-in-State Wealth Advisors list for California — for the 9th consecutive year (2018–2026). 🙏 Grateful to my clients for the trust they place in me every day. This one's for you. #ForbesAdvisors #WealthManagement #California #LPL forbes.com/profile/dan-ro…
IBC 2025 Chronicle @DBacksBeisbol
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Nate Lewis @natelewiss2
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45 Followers 528 Following Mom of three, working/active mom & wife I am a Villa Park Spartan Fan and also a Santa Ana High School Fan
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Sigma Pi Fraternity -... @UCLASigmaPi
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Elements Financial Vi... @Get_Elements
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119 Followers 184 Following Villa Park, 2026 | LHP/ OF | 5’11” 190lbs | 3.5 GPA| @TB_SoCalTeams | Uncommitted / 657-289-8718
Jessica Snitko @JessicaSnitko
58 Followers 142 Following A midwest girl living in Orange County, a mom of two, loves fashion, baseball, soccer, & the beach.
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Aidan Young #24 @AidanYoung2026
416 Followers 1K Following 17-yr old. 2026 Villa Park HS, So Cal Giants, 2025 D1 All CIF Player, 2026 OC Top 10 player 6.68 60, 104 EV, 89 OV. 5’11” 185 lbs. email: [email protected]
⚾️ Heather Pone �... @PoneBaseball13
117 Followers 1K Following Baseball ⚾️ Family ❤️ There is nothing that makes me happier than seeing my boys on the baseball field! @ponecatching13 (IG) #VPHS
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54 Followers 114 Following Proud dad of 4 awesome kids, married to my beautiful wife for 34+ years.
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KOABD Corp @bmyoungvp
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Dominick Lorenz 🤠�... @sportsmouth95
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Coach Esco @coach__esco
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139 Followers 1K Following Visual summaries clients actually read. Built in minutes.
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eric sondheimer @latsondheimer
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Kabir Sethi @KabsetKabir
383 Followers 437 Following Chief Product Officer, LPL Financial | Member https://t.co/f2OhzIeEUG & https://t.co/eTYvXfPSY0
Burt White @_BurtWhite
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Timothy Tynan @ttynankicking
755 Followers 2K Following K/P @RCCTigerFB #jucoproduct | December Grad | Basha (AZ) grad
Anh Tran, CFP®, Esq. @AnhTran_SMW
731 Followers 502 Following Live Well, Do Good | 💰planner, ⚖️, mom of boys, foodie, wanderluster | Securities offered through LPL Financial. Member FINRA/SIPC
St. Louis Fed @stlouisfed
285K Followers 37 Following Official Federal Reserve Bank of St. Louis account. We share economic data and insights. Home to FRED®, @FedFRASER & @FedHistory
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Villa Park HS Girls B... @vpgirlsbball
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OC Sports Zone @OCSportsZone
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Sean.Kassawara2025 @SeanKassawara
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