McDaniel Wealth Management, PLLC

06/02/2026

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

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...

05/29/2026

Happy National 529 Day! 🎓

It's never too early to invest in your child's future. With a 529 plan, you can invest in your child's future while enjoying tax benefits.

05/26/2026

Welcome back, Harris!

We’re excited to welcome Harris Phelps back this summer as our Wealth Management Intern!

Harris will be entering his senior year at Centre College this fall, where he is majoring in Economics and Finance. We’re looking forward to having him back on the team as he continues building his experience and learning more about the wealth management industry.

We’re glad to have him back for the summer and excited to see all he accomplishes!

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, 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...

05/25/2026

On this Memorial Day, we pause to remember and honor the extraordinary men and women who gave everything for our country. Their sacrifice is a beacon of courage and resilience, reminding us to cherish the precious gift of freedom. Let's honor their legacy not just today, but every day.

Our office is closed today in observance of Memorial Day.

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/20/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.

05/19/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains 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...