Wilde Wealth Management Group

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.

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...

Read the latest issue of Retire Wise here:

Retire Wise | September 2026 For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

Join us in celebrating our September work anniversaries! Congratulations to Amanda McBride, Jordan Klein, Drew Kliber, Tia Pitt, Samantha Jackson and Ben Zamora. We’re grateful for each of your contributions and proud to have you on the Wilde Wealth Management Group team!

We are pleased to announce the promotion of Samantha Jackson from Advisor Support Operations Manager to Associate Director of Client Services!

Samantha’s leadership, dedication, and commitment to exceptional service have made a meaningful impact on our firm and the clients we serve.

Please join us in congratulating Samantha on this well-deserved promotion!

Wishing a very happy birthday to our September team members: Jennifer Noland, Autumn Clancy, Andrew Rogers and Shelly Sundra! We’re grateful for all you do and hope your birthdays are filled with joy and celebration.

Wilde Wealth Management Group is pleased to welcome Eric Utesch as an Investment Advisor Representative in our Chandler office!

With more than 20 years of financial services experience, Eric is passionate about building meaningful relationships and helping individuals and families make informed financial decisions. His approach focuses on goal-based strategies, thoughtful portfolio construction and client education.

We look forward to the experience and perspective Eric will bring to our firm and the clients we serve. Welcome to Wilde Wealth, Eric!

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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

August 2026 Monthly Recap U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

Please join us in welcoming Christopher Roehrkasse to Wilde Wealth Management Group!

Christopher joins our Chandler office as an Investment Advisor Representative, bringing more than 15 years of experience in the financial services industry. Throughout his career, Christopher has focused on building trusted relationships and helping individuals and families pursue their goals through comprehensive, personalized financial planning.

We are excited to welcome Christopher to the Wilde Wealth family. Welcome to the team, Christopher!