Guided Financial Strategies LLC

09/03/2026

Set sail with Guided Financial Strategies! 🛥️🌴

We love getting out of the office to connect with our clients and friends. Recently, our team and some clients had an absolute blast on the water enjoying a relaxing sunset cruise along the Mystic River.

From great conversations to beautiful views, it’s always a highlight to unwind and make memories outside of day-to-day business. A huge thank you to everyone who came out to make it such a special event!

Stay tuned for more upcoming client events and gatherings this season. Interested in learning more about how we help our clients navigate their financial futures? Reach out to our team today!

📞 860-291-2800

📍 11 Main Street, Suite 214, Mystic, CT

09/02/2026

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

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

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...

08/27/2026

TODAY at 5:30pm we are hosting a virtual seminar, "Trump Accounts: Key Considerations for Families"

Our very own, Rick Dickinson, will walk you through the details of this new investment savings vehicle, including:
-Eligibility and annual contribution limits.
-How the $1,000 government seed contribution works.
-Strategies for using these accounts alongside other savings vehicles like 529 plans and Custodial Roth IRAs.

Whether you are looking to start saving for a child's future or exploring how this new option fits into your broader financial strategy, we hope you can join us for this informative session.

Click the link below to join the meeting!
https://us02web.zoom.us/w/87301482038?tk=3BgJHyIAJBTm-hZEWPzCn00K3_dbQ_8wFRURB08Vtws.DQkAAAAUU5LmNhZDMUw0ZFNZUVNYQ1l6VUhELVY4ZTN3AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

08/26/2026

Our very own Rick Dickinson had the pleasure of sitting down for an interview during our recent Cetera conference trip to Salt Lake City, UT! It was a fantastic experience connecting with industry leaders and diving into the latest insights. Proud of our team and always looking for new ways to bring valuable knowledge back to our clients at Guided Financial Strategies.

Click the link below to watch a sneak peak ;)

Financial Strategies

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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...

08/21/2026

We invite you to join us for an upcoming virtual seminar, "Trump Accounts: Key Considerations for Families," on Thursday, August 27, 2026 at 5:30pm

Our very own, Rick Dickinson, will walk you through the details of this new investment savings vehicle, including:
-Eligibility and annual contribution limits.
-How the $1,000 government seed contribution works.
-Strategies for using these accounts alongside other savings vehicles like 529 plans and Custodial Roth IRAs.

Whether you are looking to start saving for a child's future or exploring how this new option fits into your broader financial strategy, we hope you can join us for this informative session.

Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/vtstq6g-QpimJOi1iINLHA

08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

08/20/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

08/18/2026

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and increased debt issuance. In the Cetera Investment Management Team's latest commentary, they break down what's behind the move, the impact on portfolios, and why we view higher yields as a compelling opportunity for long-term investors.
Read the full commentary:

We're in the Temperamental Era and bonds are the ones having the tantrum. The Temperamental Era is our term for a market that trades on headlines, not trends.…