Rocafort Group

This message provides a look at how variable rates of return impact investors over time.

The Sequence of Returns A look at how variable rates of return impact investors over time.

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.

The Week Ahead | Cetera “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...

You've allocated your assets; you just may not realize it yet.

Just a moment...

Read the latest issue of Retire Wise here:

Retire Wise | September 2026 For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

ROCAFORT GROUP- Financial Advisors & Wealth Management Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

With increasing wealth comes unique financial challenges.

Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?

Inflation isn’t loud. It slowly creeps in and chips away at progress.

For professionals building wealth, staying proactive matters more than ever. Flexible budgets, strong systems, and intentional planning can make a real difference.

Practical Moves to Safeguard Your Financial Progress Explore these strategies to help protect your purchasing power in a world of rising costs.