Know Your Protections and Risks When Banking Online

Santa Ana – August 17, 2016 As Americans increasingly migrate toward conducting banking and other financial transactions online, the threat of falling victim to ever-more sophisticated cyber-crimes continues to rise. Financial services companies are keenly aware of the potential security risks posed by online money transfer. That is why the industry as a whole has […]

Letter to Investors – August 2016

Santa Ana, CA – August 12, 2016 Dear Valued Investor: This summer so far has been anything but quiet. Between the June Brexit vote, several headline-grabbing jobs reports, the winding path of oil prices, and all-time highs for stocks, there has been a lot of activity to absorb in these past couple of months. Not […]

Navigating Medicare and Medigap Insurance

Santa Ana – August 12, 2016 Most adults become eligible for Medicare on the first day of the month they turn age 65. Whether you need to sign up, and how to go about doing so, depends on the type of coverage you select and whether you collect Social Security benefits prior to becoming eligible […]

Balancing Your Estate Plan With Bypass Trusts

Santa Ana, CA – August 4, 2016 For decades, the bypass trust was a popular estate planning tool for wealthy couples who wished to take full advantage of the federal estate tax exemption and bequeath more of their wealth to successive generations. However, recent changes to estate tax laws have made bypass trusts unnecessary for […]

Letter to Investors: United Kingdom (U.K.) Has Voted to Leave the European Union (EU)

Santa Ana, CA – June 24, 2016 Dear Valued Investor: Today we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, […]

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

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