Summit Financial Networks

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…

10/12/2026

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...

10/07/2026

🎉 Welcome to the Summit family, Cynthia Doussard!

We're thrilled to welcome Cynthia Doussard and her team at Doussard Financial to Cetera's Summit Financial Networks! Based in Burlington, Washington, Cynthia has spent nearly 30 years in the industry — including more than two decades with Commonwealth Financial Network — building deep, trusted relationships with hardworking clients throughout Northwest Washington's oil refinery community.

Her practice, overseeing approximately $235 million in AUA, is built on something simple but powerful: trust. As Cynthia puts it:

"People just want someone to treat them fairly – they want to be able to trust someone, and we do most of our client work face to face. That's the way I like to do business. They can pop in any time, and if there's something they need, we'll take care of it."

When it came time to find a new home after Commonwealth's transition, Cynthia took her time, explored her options, and chose Cetera because she found exactly what she was looking for:

"As advisors, we're the client, and I see Cetera wanting to support us and take care of what we need, while leaving the business decisions up to me."

We couldn't be prouder to support Cynthia and her team as they continue serving the clients who've put their trust in her for so many years. Welcome to Summit! 🤝

https://cetera.com/press-room/cetera-welcomes-cynthia-doussard

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...

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

09/29/2026

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.

In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…

09/28/2026

A busy week of economic data could have major implications for markets.
In this week's episode of , Brian Klimke breaks down the key reports investors will be watching, including Friday's nonfarm payrolls report, wage growth, PCE inflation data, and ISM Manufacturing.
With markets focused on both Federal Reserve policy and rising long-term Treasury yields, stronger economic data could reignite concerns about inflation and higher rates.

“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...

09/28/2026

We’re excited to share some big news at Summit Financial Networks!

Please join us in welcoming John Fitzgerald — formerly with Commonwealth — and the Fitzgerald Financial Group to our Summit community. John brings an impressive track record, deep client relationships across 400 households, and approximately $185 million in AUA.

After a thorough review of the industry landscape, John chose Summit for our advisor‑first culture, direct access to leadership, and the freedom to grow his practice with the support model he values most.

We’re thrilled to have John and his team with us. Momentum is building — and we’re just getting started. 🚀

https://www.prnewswire.com/news-releases/cetera-welcomes-former-commonwealth-advisor-john-fitzgerald-overseeing-approximately-185-million-in-aua-302890577.html

09/24/2026

A big Summit welcome to John Sloop, John Black III, and the team at Palmetto Investment Consultants! We're honored they've chosen Summit and Cetera for the next phase of their growth journey. Here's to great partnerships, exceptional client service, and continued success. Welcome to the family! 🎉

https://www.prnewswire.com/news-releases/cetera-welcomes-john-sloop-john-black-and-palmetto-investment-consultants-overseeing-approximately-305-million-in-aua-302888384.html

09/21/2026

The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the health of corporate America.
In this week's , CIO Gene Goldman discusses earnings expectations, the sectors driving recent growth, and key areas to watch as companies begin reporting quarterly results.

“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...