Marcus Rather Financial Services

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“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...

10/01/2026

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…

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.…

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...

09/24/2026

Tonight, we’re In The Room.

Join me live via Zoom for:

Life Insurance: Protection, Planning & Legacy

We’ll take a practical look at how life insurance fits into a financial plan—including income protection, determining how much coverage may be appropriate, term versus permanent insurance, changing needs as retirement approaches, and legacy planning.

Whether you’re considering coverage for the first time or haven’t reviewed what you already own in several years, I hope you’ll join me.

Tonight | 6:00 pm EST | Live via Zoom

Register Here: https://us02web.zoom.us/webinar/register/WN_WGbuCEm3S-auqOtmC0XhJQ

See you In The Room

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...

09/21/2026

We’re three days away from going In The Room.

This Thursday, I’ll be hosting a live financial education experience focused on:

**Life Insurance: Protection, Planning & Legacy**

And this presentation isn’t only for someone who is shopping for life insurance.

If you already have coverage, ask yourself:

When was the last time you actually reviewed it?

Does the amount still make sense?

Are your beneficiaries still correct?

Would your employer coverage remain with you if you changed jobs?

Has your income, mortgage, family, business, or retirement plan changed since the policy was purchased?

Those are some of the questions we’ll work through together.

Date: Thursday, September 24
Time: 6:00 pm EST
Location: Live via Zoom
Register: https://us02web.zoom.us/webinar/register/WN_WGbuCEm3S-auqOtmC0XhJQ

09/18/2026

Do you know how much life insurance you actually have?

Having life insurance and having the right amount of coverage are two different things.

Maybe you have coverage through work. Maybe you purchased a policy several years ago. But since then, your income, family, mortgage, career, or financial goals may have changed.

That’s why life insurance should be reviewed as part of the bigger financial plan—not simply checked off as something you “have.”

During my upcoming In The Room experience, we’ll discuss how to think through:

• How much coverage may actually be needed
• Employer coverage versus individual coverage
• Term versus permanent life insurance
• How insurance needs change throughout life
• Retirement, living benefits, and legacy considerations

In The Room: Life Insurance — Protection, Planning & Legacy
Thursday, September 24, 2026
6:00 pm
Live via Zoom

I hope to see you In The Room

Register Here: https://us02web.zoom.us/webinar/register/WN_WGbuCEm3S-auqOtmC0XhJQ

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,…

09/14/2026

What happens to your financial plan if your income suddenly stops?

That’s one of the questions we’ll explore during my next **In The Room** live financial education experience:

Life Insurance: Protection, Planning & Legacy

On September 24, we’ll discuss how to think about life insurance from a financial-planning perspective—including how much coverage may be appropriate, the differences between term and permanent insurance, employer-provided coverage, changing needs over time, and how insurance may fit into retirement and legacy planning.

Whether you already own life insurance or haven’t reviewed your coverage in years, this experience is designed to help you ask better questions about your financial plan.

Thursday, September 24
Live via Zoom

Register here:
https://us02web.zoom.us/webinar/register/WN_WGbuCEm3S-auqOtmC0XhJQ

I hope to see you **In The Room**