Atara Wealth Management

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

May 2026 Monthly Recap U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

What Is the Dividend Yield? Calculate the dividend yield of a holding and see what that means for income over time.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

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Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Retiring Wild: National Parks and You Get ready to enjoy America’s national park system with this helpful article.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, 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...

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared for the future.

Family Conversations on Retirement, Legacy, and Finances Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

There are billions in unclaimed dollars in the US. Is some of that yours?

Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.

Read the latest issue of Financial Watch here:

Financial Watch | May 2026 When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

How familiar are you with the Federal Reserve? Here is a quick history.

The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.