The Advisors at Cornerstone Financial

07/17/2026

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient, reinforcing the value of diversification and a long-term perspective.
Read the Cetera Investment Management Team's latest market commentary:

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient,…

07/16/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

07/16/2026

Read the latest issue of Financial Watch here:

Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

07/15/2026

Inflation isn’t temporary, it’s something your financial plan should expect.

The goal isn’t perfection. It’s adaptability.

If rising costs feel heavier than they should, it may be time to revisit your strategy.

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

07/14/2026

Retirement gets closer—and the focus starts to change. Preserving what you’ve built and maintaining purchasing power can make a meaningful difference as you look ahead to the next chapter.

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

07/14/2026

Read the latest issue of Retire Wise here:

Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations in .

“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...

07/06/2026

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn more in .

“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...

07/02/2026

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

06/29/2026

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn more in .

“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...