Mark P McCormack, CFP, CLU

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...

10/24/2026

Happy birthday to Peggy, our Client Service Manager! Wishing you a wonderful day and a great year ahead.

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…

10/22/2026

Long-term care costs can vary widely based on the type of care needed, location, and duration.

This calculator can help you estimate potential long-term care costs and consider how long current assets might last. Use it to get a starting point for your next planning conversation: https://archstonefinancial.net/resource-center/insurance/long-term-care-needs-1?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/20/2026

An IRA balance tells you what you have saved, but that number does not necessarily represent the income it could provide. Monthly withdrawals, estimated returns, and how long the money needs to last can change the picture.

Use our IRA income calculator to estimate potential monthly and annual IRA income: https://archstonefinancial.net/resource-center/retirement/ira-income?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/20/2026

Join us online to learn about protecting your Identity and Information online.
Wednesday, October 21st | 6pm -7:00 PM

Click below to register
https://zoom.us/webinar/register/WN_anZvvLaMT0mWgBtb0iH8CQ

Meet our Guest Speaker, Gary Rossi
Gary Rossi is the head of Personal Security Insights Program for Fidelity Wealth at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
Mr. Rossi has over 35 years of experience as a private sector and law enforcement security professional with deep expertise in investigations, cybersecurity, risk mitigation, and strategic planning. He joined Fidelity Investments in 2003 and served as Fidelity’s head of Corporate Investigations for nearly a decade, which included leading all customer fraud/identity theft matters, anti-money laundering cases, and cyber-related investigations. Additionally, Mr. Rossi and his team created a comprehensive and proactive anti-fraud program designed to protect Fidelity’s customers from sophisticated cybercriminals. He now is the head of the Personal Security Insights Program and works directly with many clients to assist them in better understanding current security threats and with building appropriate mitigation strategies for them and their families.
Gary Rossi is not affiliated with or registered with Cetera Wealth Services, LLC. Any information provided by Gary or Fidelity is in no way related to Cetera Wealth Services, LLC or its registered representatives.

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...

10/15/2026

Medicare Open Enrollment runs from October 15 through December 7. This is the annual window to review or change Medicare Advantage and prescription drug coverage for the year ahead.

You can use this time to compare premiums, out-of-pocket costs, covered medications, and provider or pharmacy networks before deciding whether your current plan still fits.

If you have questions, connect with your financial professional to talk through your options in the context of your broader retirement strategy.

10/15/2026

Estimated tax payments often create pressure when cash that should be allocated to taxes is already committed elsewhere.

For business owners, a tax reserve can help create a clearer boundary between operating cash and money that may be needed for quarterly payments.

Learn how a simple reserve system can help support steadier cash-flow decisions throughout the quarter and reduce the scramble when estimated taxes come due.

Read the full blog here: https://www.archstonefinancial.net/blog/estimated-tax-planning-for-business-owners-how-to-build-a-tax-reserve?utm_source=SA&utm_medium=Social&utm_campaign=SAAS