Tahoe Rim Wealth Advisors

Read the latest issue of Financial Watch here:

Financial Watch | July 2026 Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

Read the latest issue of Retire Wise here:

Retire Wise | July 2026 Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

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...

Retirement is the beginning of a new chapter, and like any transition, it comes with adjustments. By focusing on these 5 habits, you can create a retirement that feels both secure and fulfilling.

Adapting Your Money Habits for a Confident Retirement Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Retirement planning isn’t just about the number you’ve saved, but what that number can actually support over time.

Rising costs can quietly change the picture, especially over a long retirement. Taking time to review how your plan accounts for inflation and income timing can make a meaningful difference in how confident you feel moving forward.

To learn more, check out my latest blog: www.tahoerimwealthadvisors.com/blog

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.

For many established professionals, retirement is no longer a distant milestone. While it feels close enough to grab your attention, there is time to make thoughtful adjustments as needed. These years are often marked by peak earning...

Preserving the Value of Your Retirement Plan For many established professionals, retirement is no longer a distant milestone. While it feels close enough to grab your attention, there is time to make thoughtful adjustments as needed. These years are often marked by peak earning potential and an increasing desire for...

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...

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

Inflation doesn’t just raise prices - inflation challenges how your entire financial plan works.

One of the easiest ways to adapt? Shift your budget from fixed numbers to flexible ranges. It keeps you realistic without losing control.

Small structural changes like this can help you stay consistent, even when costs aren’t. Check out my latest blog to learn more: www.tahoerimwealthadvisors.com/blog