Jake Young, MBA - Totus Wealth Management

16/01/2025

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-jan25

14/01/2025

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-jan25

13/01/2025

Join Gene Goldman, CFA, on this week’s episode of as he explains why markets are worried about the Fed pause narrative and why this week’s inflation reports are so important to market direction.

“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...

06/01/2025

The holidays are over, and this week will be a busy one for economic data. Join Gene Goldman, CFA, on this week’s episode of as he explains why he’ll be primarily focused on Wednesday’s meeting minutes.

“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...

03/01/2025

This Quarterly Recap summarizes market performance, major events and news from Q4 2024. Read more here:

The fourth quarter gave investors much to ponder with a presidential election and Fed rate cuts along with stronger than expected economic growth and corporate earnings.

30/12/2024

As 2024 winds down, expect another quiet week for economic data releases. Join CIO Gene Goldman, CFA, on this week’s episode of as he focuses on the one report to watch – Friday’s ISM manufacturing report.

“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...

23/12/2024

As we head into a quiet holiday week for the markets, CIO Gene Goldman, CFA, shares three primary themes for 2025 in this week’s episode of .

“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...

19/12/2024

Please review the latest commentary from that discusses the Fed's Hawkish Rate Cut. The Fed went from foe to friend in 2024, but don’t expect it to be your BFF in 2025. Click here to read more: https://bit.ly/3ByfGqb

19/12/2024

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch2-dec24

16/12/2024

The is expected to cut rates this week – good news for lower borrowing costs and for the stock market. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains why he’ll be more focused on the Dot Plot to help determine the ’s next moves. https://cetera.com/the-week-ahead

05/09/2024

Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. In fact, nearly twice as many women (23%) feel uncomfortable managing their inheritance compared to men (12%). Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.

What's your experience with this? Does the data reflect your own personal experience?


Source: NewYorkLife.com, July 19, 2023

03/09/2024