William Stone Cetera Advisor Networks

William Stone Cetera Advisor Networks Advice & consulting on financial matters including preparing for retirement & structuring portfolios.

We are dedicated to building an economy and a workplace that fully includes the talent and drive of those with disabilit...
10/05/2026

We are dedicated to building an economy and a workplace that fully includes the talent and drive of those with disabilities as we reflect on this year's theme Disability: Part of the Equity Equation.

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:
10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

A plan built for one stage of life rarely fits the next without adjustment.As wealth grows, it often becomes more comple...
09/30/2026

A plan built for one stage of life rarely fits the next without adjustment.

As wealth grows, it often becomes more complex. Business interests, real estate, and multi-generational priorities start to overlap. That changes how decisions need to be made.

Instead of relying on precision or predictions, many durable strategies are built around flexibility. The ability to adapt without starting over is often what helps wealth continue to support the same level of opportunity over time.

Let's take a look at your goals and plan together. Give me a call today at (713) 857-8531 or send me an email - [email protected]

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations...
09/29/2026

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.

In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…

A busy week of economic data could have major implications for markets.In this week's episode of  , Brian Klimke breaks ...
09/28/2026

A busy week of economic data could have major implications for markets.
In this week's episode of , Brian Klimke breaks down the key reports investors will be watching, including Friday's nonfarm payrolls report, wage growth, PCE inflation data, and ISM Manufacturing.
With markets focused on both Federal Reserve policy and rising long-term Treasury yields, stronger economic data could reignite concerns about inflation and higher rates.

“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...

A lot of retirees say the same thing lately: “I’m not doing anything differently, but things feel more expensive.”That’s...
09/24/2026

A lot of retirees say the same thing lately: “I’m not doing anything differently, but things feel more expensive.”

That’s because costs often increase gradually, not all at once. Property taxes, insurance, repairs, and healthcare tend to creep up over time.

A helpful habit is to revisit your spending once a year, just to see what has changed. You may not need to cut back, but having a clear view of where your money is going can make it easier to stay in control.

To schedule your review, give me a call today at (713) 857-8531 or send me an email - [email protected]

The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the healt...
09/21/2026

The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the health of corporate America.
In this week's , CIO Gene Goldman discusses earnings expectations, the sectors driving recent growth, and key areas to watch as companies begin reporting quarterly results.

“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...

Read the latest issue of Financial Watch here:
09/17/2026

Read the latest issue of Financial Watch here:

When you know where your money is going, it can be easier to make sure it's going toward the things that matter most to you. In this month's Financial Watch,…

From September 15 to October 15, we celebrate National Hispanic Heritage Month, honoring the histories, cultures, and co...
09/15/2026

From September 15 to October 15, we celebrate National Hispanic Heritage Month, honoring the histories, cultures, and contributions of Hispanic and Latino communities across the U.S.

It’s a time to reflect, uplift, and recognize the powerful stories that have shaped our neighborhoods, industries, and world.

To all who celebrate, thank you for your influence, creativity, and dedication. Your legacy inspires and enriches communities everywhere.

How are you celebrating this month? In the comments, share a story, tradition, or person who has inspired you!

Could the Fed pull the trigger on another rate hike?Inflation pressures remain elevated, so will be watching Wednesday's...
09/14/2026

Could the Fed pull the trigger on another rate hike?
Inflation pressures remain elevated, so will be watching Wednesday's FOMC meeting closely.
Chief Market Strategist Brian Klimke discusses what the Fed is expected to do, why inflation remains a challenge, and what bond markets are signaling for the year ahead in .

“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...

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Bellaire, TX
77401

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