Daniel S Romero, CFP®

News & info from Romero Wealth Mgmt. Securities offered through LPL Financial, Member FINRA/SIPC, &

[Daniel S Romero, CFP® @17thStJournal]

@ocriptide Though loss.. i appreciate you guys having me up in the booth 👍👍

[Massimo @Rainmaker1973]

No Father’s Day is complete without this video.

[Daniel S Romero, CFP® @17thStJournal]

This was kinda fun today.. my daughter @JulesRomero17 ' travel team is playing in a @BayCollegiate summer college league . This match up is vs. a UCLA Pitcher... Got Jules into a 0-2 count, then P came high and tight. check out next swing...

Wound up going 3 for 4 in day... Other hits came off CSUN and Memphis P...

@CruisersFP
@reidtfitness
@ProSwingRx

[Daniel S Romero, CFP® @17thStJournal]

early morning...

[OC Riptide Baseball @ocriptide]

Two-run 💣 from @ScoopRomero @PepperdineBASE

4-2 Riptide in the 4th

[Daniel S Romero, CFP® @17thStJournal]

RT @JulesRomero17: I am at @bigleaguedreams Riverside today for @TCSFastpitch #ZoomIntoJune

6/6 - 1:15pm (Polo)
6/6 - 3:00pm (Durham)

78.…

[Daniel S Romero, CFP® @17thStJournal]

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. 👇 https://t.co/RRFpSUcJ9q

[Daniel S Romero, CFP® @17thStJournal]

Food for thought...

[Puru Saxena @saxena_puru]

Moral of the story - do NOT chase hot IPOs

Year-1 average drawdown = 55%
Year-1 median drawdown = 54%

Table: Truist

[Villa Park Softball @VPSoftball]

@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

[SentimenTrader @sentimentrader]

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: https://t.co/FnMsV7Bsnm

[Daniel S Romero, CFP® @17thStJournal]

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.

https://t.co/2vriylgT4P

[Daniel S Romero, CFP® @17thStJournal]

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 → https://t.co/DOY6ie67bc

#Scholarship #KHRLegacy

[Daniel S Romero, CFP® @17thStJournal]

🤩

[Julianna Romero #17 2027 @JulesRomero17]

2-0 start to @CIFSS__ playoffs

- Two CG wins, 13K
- 3 HR 👇👇
- Coach @twilliams714 collects win 200

[Daniel S Romero, CFP® @17thStJournal]

Great game @JulesRomero17 !

[Villa Park Softball @VPSoftball]

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

[Daniel S Romero, CFP® @17thStJournal]

@ESPNPlus - whats going on with @SCU_Baseball @PepperdineBASE game!?!

[Daniel S Romero, CFP® @17thStJournal]

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.

https://t.co/3gOF6LzVnK

Not investment advice. Investing involves risk.

[Pepperdine Baseball @PepperdineBASE]

Just. Getting. Started. 😤

#MakeWaves | @PepperdineWaves

[Peter Mallouk @PeterMallouk]

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

[Daniel S Romero, CFP® @17thStJournal]

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.