Dakota Corum

Dakota Corum 401(k) & Personal Advisor | Rollovers | Retirement Planning | Wealth Management | Financial Advisor for Families & Business Owners

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

Does your advisor only check in once a year because a review is required, and then it’s hard to get a call back?I believ...
08/31/2026

Does your advisor only check in once a year because a review is required, and then it’s hard to get a call back?

I believe you deserve a relationship that’s consistent, responsive, and built for real life. My goal is to become a part of the family and to be on your frequent call list, not just a name on a statement.

I want the graduation invite for the successful college planning we did. I want the invite to the wedding we started planning for when she was 5. I want to be your first call to discuss the new job offer. I want to tell you when it’s time to spend your time how you want and you don’t need to work anymore. I want to help you sell the business you grew so you can spend more time with your family.

With no account minimums, I can be there from the very start. If this is the kind of partnership you’ve been looking for, let’s have a chat.

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

As long as you are earning income, you can contribute to a Roth IRA. And your potential earnings grow tax-free!         ...
08/31/2026

As long as you are earning income, you can contribute to a Roth IRA. And your potential earnings grow tax-free!

If you're over 50, you can contribute more to your Roth IRA. This gives you another way to potentially earn tax-free mon...
08/28/2026

If you're over 50, you can contribute more to your Roth IRA. This gives you another way to potentially earn tax-free money on your contributions.

If you meet certain requirements, you're able to withdraw your potential earnings from the account both penalty-free and...
08/25/2026

If you meet certain requirements, you're able to withdraw your potential earnings from the account both penalty-free and tax-free, and before the account is 5 years old.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

Your contributions to a Roth IRA can grow tax-free. Potential growth on your investment is tax-free.                    ...
08/22/2026

Your contributions to a Roth IRA can grow tax-free. Potential growth on your investment is tax-free.

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

Read the latest issue of Financial Watch here:
08/20/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

Address

750 Old Hickory Boulevard STE 2-210
Brentwood, TN
37027

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 5pm

Telephone

+16153830262

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