William Stone Cetera Advisor Networks

William Stone Cetera Advisor Networks Advice & consulting on financial matters including preparing for retirement & structuring portfolios.

Wealth alone doesn’t ensure continuity.Families focused on education and structure are better prepared for long-term ste...
05/29/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship.

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

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 .

“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...

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled e...
05/22/2026

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled examples, and lived experiences.

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

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…

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“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...

On Armed Forces Day, we recognize the strength, dedication, and service of the men and women who defend our nation. Thei...
05/16/2026

On Armed Forces Day, we recognize the strength, dedication, and service of the men and women who defend our nation. Their commitment makes a lasting difference for our communities and our country. We are grateful for all who serve.

Sharing the reasoning behind your retirement and financial decisions can be one of the most meaningful gifts you pass on...
05/15/2026

Sharing the reasoning behind your retirement and financial decisions can be one of the most meaningful gifts you pass on.

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t ...
05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

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