S&P Financial Services

11/07/2024

A good business partner can improve the quality of your lead flow, increase your profitability, and help you secure the future of your practice.

Speaking of partners, as part of Cetera, we have access to technology, platforms, and programs designed to help manage and scale your business with ease. Connect with me to discuss some of the ways we can help you grow.

11/06/2024

In the wake of a polarizing election season, remains focused on the economic & investment implications of Trump's win. Read the team's latest commentary to learn why they believe investors could benefit from broader portfolio diversification moving forward.

Please read Cetera Investment Management's latest commentary, "A New Chapter: Economic Implications of Trump’s Second Term." We examine key policy initiatives from the campaign trail and outline potential market and economic implications. As we enter a new chapter, corporations are well-positioned...

11/04/2024

This week will be crucial to our nation and its economy as we experience both a presidential election and a meeting. Join CIO Gene Goldman, CFA, as he discusses what this week could reveal about the market and where the ’s head is regarding rate cuts.

“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...

11/01/2024

This Monthly Recap summarizes market performance, major events and news from October 2024. Read more here:

All three major U.S. equity indices were stung by sharp month-ending losses that more than erased earlier October gains amid disappointing Big Tech forward earnings guidance. Nasdaq stocks led the Halloween downturn, skidding nearly 2.8% to end October with a 0.49% loss. Similarly, the S&P 500 and D...

11/01/2024

People have told me, “I can’t wait until the election is over.” That tells me there’s a lot of emotion connected to Tuesday, November 5th!

But I’m quick to remind people it may take some time to resolve all of the issues after Election Day. While we may have some answers on the morning of November 6th, be prepared to have some patience with the process as the election unfolds.

It's a complex process. Each state has different rules for counting ballots. Here’s a snapshot of the rules that seven states must follow:

Pennsylvania: State officials can start processing absentee ballots on the morning of Election Day but cannot record any vote totals until after polls close.

Wisconsin: Officials start processing mail-in ballots on Election Day.

Georgia: Officials have already started working on mail-in ballots, which means there may be at least partial results by the time polls close on Election Day.

North Carolina: Officials can begin counting absentee ballots on Election Day before the polls close.

Arizona: State officials start tabulating mail-in ballots when they are received, even if that’s prior to Election Day. But they must wait until the polls are closed to collect ballot boxes.

Michigan: Lawmakers can start counting absentee ballots before Election Day in some towns.

Nevada: Officials can start counting absentee ballots before Election Day and as they come in on Election Day.

Bottom line: Financial markets don’t like uncertainty, and there may be some issues as each state reports results. So, it's best to prepare for some market volatility before and after the election.

Call now to connect with business.

10/31/2024

When you tap into our network, you are able to build connections with likeminded financial professionals, fostering conversations and mentor opportunities that can accelerate growth for your business and help you live your purpose. Connect with me to learn more.

10/24/2024

We know there is no one-size fits all approach to serving your clients. In fact, we embrace that. Whether you are an independent financial professional or transitioning from a wirehouse, we have the systems in place to serve your unique business needs.

Explore your options. Lets connect.

10/17/2024

Building your dream business can be easier with the right partner—one that empowers you to choose the solutions that are most appropriate for you and your clients.

Message me to learn more about how we can help grow your business while supporting your independence.

10/05/2024

Critical read for money managers.

Check out this great listen on Audible.com. New York Times Best Seller “A provocative read ... There are few tomes that coherently map such broad economic histories as well as Mr. Dalio’s. Perhaps more unusually, Mr. Dalio has managed to identify metrics from that history that can be ...

10/02/2024

On the likelihood of full scale war in the middle east...

The most important stories, explained through the lens of business. A podcast about money, business and power. Hosted by Kate Linebaugh and Ryan Knutson, with Jessica Mendoza. The Journal is a co-production from Spotify and The Wall Street Journal.