Sunrise Wealth Advisors

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations 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...

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn 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...

Wishing you and your loved ones a safe and joyful Independence Day!

As we celebrate the freedoms that unite us, we hope your holiday is filled with time spent with family, friends, and cherished traditions.

Happy Fourth of July from our families to yours!

We are pleased to introduce the newest member of the Sunrise Wealth Advisors team, Emily Blakemore, who recently joined us as our Operations Manager.

Emily brings more than a decade of experience in operations management, quality assurance, training, process improvement, and team leadership. Throughout her career, she has successfully led large teams, streamlined business operations, and implemented systems that enhance efficiency and support exceptional client service.

At Sunrise, Emily will oversee the day-to-day functions that support our advisors, team members, and clients. As our firm expands, her expertise will help ensure we remain organized, efficient, and focused on what matters most: serving our clients and helping them pursue their financial goals.

Please join us in welcoming Emily to the Sunrise family. We are excited to have her on board and look forward to the positive impact she will have on our team and the clients we serve.

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

2026 Second Quarter Recap Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

Our office will be closed beginning Thursday, July 2, at 1:00 PM ET in observance of Independence Day. We will reopen on Monday, July 6, at 9:00 AM ET.

Please note that the NYSE, NASDAQ, and bond markets are closed on Thursday, July 2 beginning at 1:00 PM.

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn 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...

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3 Quarterly Outlook to explore what’s driving these forces and what they could mean for portfolios in the months ahead. Click to learn more:

2026 Third Quarter Market Outlook Cetera Investment Management is pleased to present its Q3 2026 Market Outlook: “Steady Ground, Rising Stakes.” In this quarter’s outlook, we examine a market…