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Friday, May 15, 2026

Have you ever wondered what to do with that employee retirement plan when moving on from an employer? Well, here are several options to consider.... OPTION 1: Leave it in the old employer’s plan. Sometimes this is the best option until...

Friday, January 30, 2026

Important Birthdays Over 50 Most folks don’t necessarily announce their birthdays as they get older.  However, there are some milestone birthdays in the financial world that may be beneficial. 

Monday, November 17, 2025

As the final months of 2025 arrive, now is the time to review your finances and take strategic steps that can help reinforce your foundation for building wealth. The attached article offers some key year-end moves to consider. Year end...

Thursday, October 9, 2025

A lot of people have questions when it comes to retirement planning such as “When should I retire?” or “What should I be doing with my money when I retire?”. Perhaps an equally important consideration in retirement planning is “Should...

Monday, September 1, 2025

Many people ask the question, “should I prioritize paying off my debt, or save for retirement?”. Feeling overwhelmed by debt, and as if you are inadequately funding your retirement is a common fear and one that is addressed in this...

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Tuesday, August 12, 2025

In recent commentary, the Cetera Investment Management Team answers questions regarding socially responsible investing or ESG. Given misconceptions behind ESG, this article explore what it means, and how you can use it to reflect your...

Thursday, June 26, 2025

In recent commentary, the Cetera Investment Management Team answers some questions regarding misconceptions behind budgeting. Many people share the opinion that they either already keep a budget successfully, or that budgeting is just...

Thursday, April 17, 2025

Hello. I know many have been concerned about the state of the economy and the markets sparked by current policy changes particularly regarding tariffs. Such quick change has caused many to question their own positions in the market and...

Thursday, May 4, 2023

In their latest commentary, the Cetera Investment Management Team answers some questions regarding the debt ceiling debates in Washington. The Treasury has been using “extraordinary measures” to continue paying government...

Thursday, April 20, 2023

Many people notice the effects of inflation on their grocery bill or at the gas station when a full tank costs more than they remember. But inflation affects other areas of your finances, including your long-term financial goals like...

Tuesday, March 21, 2023

In their latest commentary, the Cetera Investment Management Team gives an update on the recent troubles in the banking industry. They explain the causes and the actions being taken to solve those problems. There is a silver lining in...

Friday, February 24, 2023

New Year, New Perspective: Don’t Let Past Financial Decisions Dictate Your FutureThe beginning of a new year finds many people establishing new financial goals or recommitting to prior goals that may have fallen short, such as...

Thursday, February 9, 2023

In their latest commentary, the Cetera Investment Management Team discusses some potential reasons to be cautious despite the recent market rally.  CLICK TO READ As always, please reach out to the office if you have any questions.

Monday, May 23, 2022

You and your family are invited to watch an invitation-only conversation with comedic financial renaissance man, economist, and award-winning television game show host Ben Stein.  Cetera’s Chief Investment Officer Gene...

Friday, April 17, 2020

COVID-19 : As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you.