Montage Wealth Advisors

10/22/2025

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

10/20/2025

With most government data on hold, this week’s CPI report stands out as a key signal for the Fed and the markets. On this episode of , CIO Gene Goldman breaks down what to expect from Friday’s inflation reading and why it could support the case for rate cuts.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/20/2025

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

10/17/2025

Surprises crop up every day, and they’re a great reason to work with us.

10/16/2025

Read the latest issue of Financial Watch here:

There are some big changes coming for 529 plans. Families who use 529 education savings plans to set aside money for school will soon see new benefits. The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, expands how these accounts can be used — giving families more flexibility an...

10/15/2025

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

10/14/2025

Trade tensions are rising—but so is opportunity. Markets have pulled back amid renewed U.S.–China trade concerns, but history shows volatility often opens the door for long-term growth. Check out the latest commentary for insights on what’s driving the market moves and how investors can stay positioned for what's ahead. Read now:

In our latest commentary, we explore how rising U.S.–China trade tensions are fueling market volatility—and why that may present a buying opportunity. Despite near-term uncertainty, strong fundamentals and ample investor liquidity suggest the pullback could be a healthy reset within a longer-ter...

10/14/2025

Read the latest issue of Retire Wise here:

Good news for seniors: introduced under the One Big Beautiful Bill Act (OBBBA), beginning with the 2025 tax year, anyone age 65 or older can take a new Senior Bonus Deduction of up to $6,000 per person (or $12,000 for couples if both spouses qualify). This eduction is available whether you itemize o...

10/13/2025

Earnings season kicks off this week — and it couldn’t come at a more critical time. With high valuations, postponed economic data, and fresh tariff uncertainty, corporate earnings may be the clearest signal for investors. Join CIO Gene Goldman on this week’s episode of as he breaks down why earnings matter so much for stock prices and market sentiment.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/13/2025

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

10/10/2025

As market volatility creeps in like a Halloween chill, the Cetera Investment Management team brews up five essential ingredients for building a resilient portfolio in our latest commentary. From understanding risk tolerance to incorporating alternative investments, this seasonal piece blends timely themes with practical diversification insights to help investors stay grounded—no broomstick required. Read now:

As market volatility creeps in like a Halloween chill, our team brews up five essential ingredients for building a resilient portfolio. From understanding your risk tolerance to adding alternative investments, this seasonal commentary blends spooky themes with smart diversification strategies to hel...

10/10/2025

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.