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  • Romar Wealth Management
    600 Grand Ave Ste 301 Oakland, CA 94610-3548 T: 510.817.4979
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Why the US economic outlook remains resilient amid oil disruption
3/20/2026
Raymond James Chief Investment Officer Larry Adam explains the market dynamics amid oil disruption.
Markets & Investing
Markets and economic outlook remain constructive amid oil-driven narrative
3/20/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Let the games begin: markets vs. the Fed
3/20/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Read
Launching a financial future
Share these fundamental concepts with young emerging investors.
Family & Lifestyle
Read
Initial reaction
3/16/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Trade policy and inflation risks
3/13/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
The Federal Reserve’s path forward amid geopolitical tensions and labor data
3/13/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning

Are you ready? Let’s uncover the possibility of working together.

Romar Wealth ManagementRomar Wealth Management
  • 600 Grand Ave Ste 301 Oakland, CA 94610-3548
  • 510.817.4979
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Romar Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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