Financial Advisor: Kevin Reeg

05/06/2026

U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to exceptionally strong corporate earnings and robust economic growth. In a major turnaround from its March 30 near-correction low at 6,343 and down as much as 9.1%, the S&P 500 rebounded over 10%, marking its best monthly performance since November 2020 and first close above 7,200. Read more in our April recap here:

U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to…

05/01/2026

A family loses a loved one unexpectedly. No will. No trust. No directive.

In the middle of grieving, they're also left navigating legal decisions, unanswered questions, and a process that can take months, sometimes longer. It's a situation no family should have to face. And in most cases, it's avoidable.

Join me May 19th at 7pm for our Estate Planning Strategies webinar with estate planning attorney John Kidwell of The Law Offices of Kidwell and Kent.

The best time to have a plan is before you need one. Register Here: https://us02web.zoom.us/webinar/register/WN_cKMr-_pgTKueFXM-BSGk5Q

04/29/2026

Recent global developments are beginning to show up in key areas of the U.S. economy, with energy costs leading the impact.

Fuel prices have risen, with the national average reaching around $4.10 per gallon, increasing costs for households and businesses. Broader inflation data has also reflected some upward pressure, particularly in energy-related categories.

Despite these shifts, overall economic growth is still expected to continue, though at a slower pace. Some forecasts suggest growth may ease slightly while remaining positive.

Consumer activity has shown mixed signals. Spending has remained relatively steady, even as sentiment surveys reflect lower confidence.

Looking ahead, factors like energy prices, inflation trends, and central bank decisions may continue to influence the economic outlook.

Source:

The Iran war is starting to show up in the U.S. economy in ways both obvious and not so much.

04/22/2026

Estate planning tends to feel like something you'll get to eventually. For many families, eventually never comes.

Join me on May 19th at 7pm for our ‘Estate Planning Strategies’ webinar with estate planning attorney John Kidwell of The Law Offices of Kidwell and Kent.

John will walk you through the essentials. From wills and trusts to healthcare directives, lifetime gifting strategies, and tax basics. Whether you've never thought about it before or just haven't gotten around to updating your plan, this is a great opportunity to get clarity.

The best time to have a plan is before you need one. Register Here: https://us02web.zoom.us/webinar/register/WN_cKMr-_pgTKueFXM-BSGk5Q

04/17/2026

04/15/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

04/07/2026

As the U.S. nears its 250th birthday, one legacy stands out: the U.S. dollar’s rise to the center of the global financial system. In our latest commentary, we explore that despite renewed scrutiny, history suggests the dollar’s dominance rests on deep structural strengths—making a sudden dethroning of “King Dollar” unlikely. Read more here:

As the U.S. nears its 250th birthday, one legacy stands out: the U.S. dollar’s rise to the center of the global financial system. Despite renewed scrutiny, history suggests the dollar’s dominance rests on deep structural strengths—making a sudden dethroning of “King Dollar” unlikely.

03/31/2026

Markets remain under pressure as geopolitical risks rise, with news that Iran-backed Houthis have entered the conflict dampening hopes for de-escalation and keeping investors focused on oil prices, yields, and equities. CIO Gene Goldman breaks down why this week’s key economic data will be critical in showing how resilient the economy is amid these headwinds. Watch here:

“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...