McDaniel Wealth Management, PLLC

07/20/2026

What's driving the recent market volatility? In this week's , CIO Gene Goldman discusses the factors behind recent market weakness and explains why pullbacks can remain opportunities for long-term investors.

“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...

07/17/2026

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,…

07/17/2026

Congratulations to our Wealth Management Intern, Harris Phelps, on passing the Securities Industry Essentials (SIE) Exam!

We're excited to celebrate this accomplishment with Harris and proud of the hard work he put in to reach this goal. He has been a great addition to our team, and we can't wait to see what the future holds for him.

Join us in congratulating Harris on this achievement!

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…

07/16/2026

Mid-sized markets with strong price growth and affordability may continue to do well. St. Petersburg, Augusta-Richmond County, and Tallahassee lead the nation in price growth.

Source: Redfin.com, March 9, 2026.

07/15/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

07/14/2026

We had the sweetest little visitor stop by the office! 💗

Welcome, Ruth Anne Hodge! We couldn’t be happier for Zach and Grace on their beautiful baby girl and for Tim and Micki as they embrace their new roles as Pops and Mimi. Wishing your family all the love and joy this special season brings!

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...

07/11/2026

Join us in wishing Tim a very Happy Birthday! 🎉

You guide, lead, and inspire us daily, and we are grateful to work alongside you. Here's to a wonderful day and an even better year ahead!