The Wealth Management Group

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

There’s so much to be happy about!

From spending quality time with family and watching the next generation grow, to helping clients build wealth, protect what they’ve worked so hard for, and plan for the future—there are so many reasons to be grateful.

Growing wealth and creating opportunities for the future. Protecting what matters most and building financial confidence. Cherishing family and making memories that last a lifetime. Strengthening our community and supporting the people and businesses that make it special. Giving back and making a meaningful difference in the lives of others.

Financial success is about so much more than numbers. It’s about meaningful relationships, the freedom to pursue what matters most, and the ability to make a positive impact along the way.

Here’s to appreciating the blessings we have today, planning wisely for tomorrow, and finding joy in the journey!

Happy Friday, Y'all!!

10/22/2026

Throwback Thursday!

From an empty piece of ground to a brand-new building in a new location, what a journey it’s been! Looking back at the process of building our new space from the ground up reminds us of how much growth, hard work, and vision go into creating something meaningful.

While our physical location may have changed, our heart, values, and commitment to serving our clients remain the same.

Just as we built our new space with a strong foundation, we believe in helping families build a strong financial foundation—growing wealth, protecting what they’ve worked so hard for, and creating generational wealth that can make a difference for years to come.

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“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...

10/17/2026

Mark is an incredible leader who has truly built a supportive, family-like culture where everyone feels valued and proud to contribute. Thank you for all you do, Mark! Happy Boss's Day! You are the best!

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

You Don’t Need a Cape or a Mask to Be Your Family’s Superhero!

Being the superhero of your family means making powerful decisions today that create a brighter tomorrow.

Invest in your future. Empower yourself to build generational wealth by growing what you have, preserving what you’ve earned, and protecting everything you’ve worked so hard to achieve.

Your legacy is more than what you leave behind—it’s the foundation you build for generations to come.

Start today. Build with purpose. Protect your legacy. Empower generations.

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“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...