McDaniel Wealth Management, PLLC

09/03/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

09/02/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

09/02/2026

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

09/01/2026

We’re excited to introduce Colten, our Wealth Management Assistant and this month’s Employee Spotlight!

Since joining our team, Colten has brought a genuine eagerness to learn, a willingness to jump in and help, and a great attitude to the office every day. He’s enjoying getting to know the ins and outs of the wealth management industry and looks forward to building meaningful relationships with our clients along the way.

Get to know Colten a little better below!

🔹 What motivates you to come to work every day?
Having the chance to learn something new and being surrounded by so many intelligent people who are willing to teach me.

🔹 What’s your go-to comfort food?
Chipotle bowl.

🔹 How do you like to spend your time outside of work?
During the warm months, I’m on the golf course, and come winter, I enjoy hunting and dreaming about warm weather and golf.

🔹 What do you appreciate most about your coworkers?
Their willingness to teach me and help me learn the ins and outs of our industry, as well as the ability to have conversations about life outside of the office and always supporting each other.

🔹 What are you most looking forward to in your career?
Having the ability to help clients succeed and plan for their futures, while building lasting relationships with those clients.

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...

08/26/2026

From our dogs to yours, Happy National Dog Day! 🐾

08/25/2026

We’re excited to welcome Colten Wilson to the McDaniel Wealth Management team as our new Wealth Management Assistant!

Colten recently graduated with his degree in Finance and is excited to begin his career in the wealth management industry. We’re happy to have him on the team and look forward to watching him learn, grow, and build his career with us.

Welcome to the team, Colten!

To learn more about Colten, visit: t.ly/sEtLW

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...

08/23/2026

Our team had a wonderful evening at the Luminosity Gala benefiting the Ephraim McDowell Health Care Foundation, Inc.! We’re proud to be part of such a wonderful community and grateful for the opportunity to support a great cause!

08/22/2026

We are pleased to recognize McDaniel Wealth Management, PLLC as the Signature Bar Sponsor of Luminosity 2026!

Their generous support adds a special touch to this memorable evening while helping the Ephraim McDowell Health Care Foundation continue strengthening local healthcare for patients and families throughout our region.

Cheers to McDaniel Wealth Management for your partnership, generosity, and commitment to making Luminosity 2026 a success!