George Wealth Management

09/03/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

09/02/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

09/02/2026

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

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…

09/01/2026

Hackers Charged in Data Theft Affecting 110 Million AT&T Customers. By targeting the vulnerabilities in cloud-hosted data services, two hackers breached AT&T’s systems and stole approximately 50 billion call and text records from around...

George Wealth Management helps business owners, executives, and successful families in Chattanooga make thoughtful decisions about wealth, retirement, business transitions, and what comes next through coordinated financial planning.

09/01/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

George Wealth Management helps business owners, executives, and successful families in Chattanooga make thoughtful decisions about wealth, retirement, business transitions, and what comes next through coordinated financial planning.

09/01/2026

September has historically been a difficult month for stocks, but history does not predict the future. Here are five questions investors should ask before making a change.

George Wealth Management helps business owners, executives, and successful families in Chattanooga make thoughtful decisions about wealth, retirement, business transitions, and what comes next through coordinated financial planning.

09/01/2026

Midterm elections can create uncertainty, but history shows the period after the vote has often looked very different. Here’s what investors should focus on instead of politics.

George Wealth Management helps business owners, executives, and successful families in Chattanooga make thoughtful decisions about wealth, retirement, business transitions, and what comes next through coordinated financial planning.

08/31/2026

A new SECURE 2.0 provision may give some workers another way to help pay long-term care insurance premiums using certain employer retirement plans.

George Wealth Management helps business owners, executives, and successful families in Chattanooga make thoughtful decisions about wealth, retirement, business transitions, and what comes next through coordinated financial planning.

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

08/31/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

George Wealth Management helps business owners, executives, and successful families in Chattanooga make thoughtful decisions about wealth, retirement, business transitions, and what comes next through coordinated financial planning.