The Wealth Management Group

10/17/2026

Mark is an incredible leader who has truly built a supportive, family-like culture where everyone feels valued and proud to contribute. Thank you for all you do, Mark! Happy Boss's Day! You are the best!

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

You Don’t Need a Cape or a Mask to Be Your Family’s Superhero!

Being the superhero of your family means making powerful decisions today that create a brighter tomorrow.

Invest in your future. Empower yourself to build generational wealth by growing what you have, preserving what you’ve earned, and protecting everything you’ve worked so hard to achieve.

Your legacy is more than what you leave behind—it’s the foundation you build for generations to come.

Start today. Build with purpose. Protect your legacy. Empower generations.

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“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...

10/09/2026

The countdown to the weekend is over!

Make it a good one!
Work hard, build wealth, protect what you’ve built—and don’t forget to enjoy the life you’re creating.

Go make some memories this weekend! 🥂

10/07/2026

Wednesday reminder: Don’t just work for a living—create a life you love.

Grow your wealth.
Preserve what you’ve built.
Think beyond today and build generational wealth.
Make financial choices that support the life you actually want to live.

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...

10/05/2026

October is more than pumpkin season—it’s a chance to fall into better financial habits!

10/04/2026

Protect the ball. Protect your wealth.

On the football field, the best teams know that scoring points is only part of the game. You also have to protect the lead.

Your financial life works the same way. Building wealth is important—but protecting what you’ve worked hard to build can be just as important.

Is your financial game plan built to protect your wealth through every quarter of life?

Build.Protect.Plan for the long game.

Don’t just play offense with your finances. Make sure your defense is ready, too.

10/02/2026

Weekend mode: ON

Take some time to relax, recharge, and enjoy the little things. Building a healthier financial future doesn’t have to mean giving up the fun along the way.

Cheers to balance!