Purcell Financial Solutions Group

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication, a new inflation metric, and a preference for rate adjustments over balance sheet moves. A dovish shift may be on the horizon. CIO Gene Goldman discusses this and more in

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...

Ever heard of a Roth 401(k)? Would one be right for you?

What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Middle East headlines matter—but Tuesday’s Senate Banking Committee hearing for Fed Chair nominee Kevin Warsh brings the spotlight back to the Fed. With inflation pressures rising, the Fed may be handcuffed—and rate-cut hopes are fading. Learn more as CIO Gene Goldman discusses .

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...

Low car lease payments look great, but do you really save money in the end?

www.moneymaugel.com

Read the latest issue of Financial Watch here:

Financial Watch | April 2026 If you’re seeking to expand your understanding of money management concepts, techniques, and strategies, there’s no better time than during National Financial…

Read the latest issue of Retire Wise here:

Retire Wise | April 2026 For many families, passing down the values that shaped their financial success is just as important as transferring the wealth itself. While there’s no single blueprint for preparing the next generation to become thoughtful stewards of family wealth, learn how early and ongoing financial education...

The markets are watching the Middle East closely. Last week’s U.S.–Iran ceasefire was welcomed, but mixed rhetoric means caution remains. Still, market optimism makes sense, and pullbacks are buying opportunities. Even with recent volatility, earnings estimates remain solid. See why CIO Gene Goldman thinks the start of earnings season will be key in .

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...

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.