Andrew Casertano, WMCP, CPFA

03/10/2026

Oil prices have surged — and the ripple effects are extending well beyond the energy market. With supply disruptions near the Strait of Hormuz, inflation risks rising, and potential implications for Fed policy and economic growth, investors are reassessing what comes next. In our latest commentary, we break down what’s driving the oil spike, why it matters for markets, and how investors can stay focused amid volatility. Read now:

Oil prices have surged — and the ripple effects are extending well beyond the energy market. With supply disruptions near the Strait of Hormuz, inflation risks rising, and potential implications for Fed policy and economic growth, investors are reassessing what comes next. In our latest commentary...

03/06/2026

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In our latest commentary, we unpack what’s behind the recent market reaction, why volatility may be higher this time, what they’re watching next, and why discipline and diversification matter most in uncertain environments. Read here:

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In our latest commentary, we unpack what’s behind the recent market reaction, why volatility may be higher this time, what we’re watching next, and why discipline and diversification matter mos...

02/27/2026

Conversations about end-of-life planning aren’t easy, but they are incredibly important.

Join our webinar on March 17th at 7pm featuring Therapist and Thanatologist Kendra Speicher-Eisenstark as she shares thoughtful guidance on navigating these decisions with clarity and care.

I hope you’ll take this important step with us. Register Here: https://us02web.zoom.us/webinar/register/WN_YeF86biNTsGFbA9Nq9lnzQ

02/25/2026

The Supreme Court’s decision to strike down most global tariffs has added a new layer of uncertainty for investors — from potential shifts in future trade actions to the question of whether previously collected duties could be refunded. The Cetera Investment Management Team's latest commentary breaks down what the ruling means for markets, why bond investors may feel the biggest impact, and how tariff driven volatility could create opportunities for long term investors.

The Supreme Court’s decision to strike down most global tariffs was widely expected, but it still introduces new uncertainties for investors. Key questions remain around future trade actions and whether previously collected duties could be refunded—an outcome that may affect corporate earnings, ...

02/20/2026

Join me for an important and empowering conversation on March 17th at 7pm with Kendra Speicher-Eisenstark, Therapist and Thanatologist.

Kendra will guide you through thoughtful and practical considerations around end-of-life planning. This webinar will explore how to approach these decisions with clarity, compassion, and confidence so you and your loved ones can feel prepared, not overwhelmed.

Planning ahead is one of the most meaningful gifts you can give your family. Take this step with us. Register here: https://us02web.zoom.us/webinar/register/WN_YeF86biNTsGFbA9Nq9lnzQ

02/13/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

02/10/2026

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

02/05/2026

The first month of 2026 drew to positive close across most asset classes with the S&P 500 posting its strongest monthly performance since October. Sentiment was whipsawed by geopolitical concerns centering on Iran and Venezuela together with President Trump’s posturing to acquire Greenland and his decision to nominate former Fed Governor Kevin Warsh to replace Fed Chairman Jerome Powell when his term expires in May. Read more here:

The first month of 2026 drew to positive close across most asset classes with the S&P 500 posting its strongest monthly performance since October. Following returns of +0.25% in November and +0.06% in December, the month ended in the black despite intense swings during the second half of January. Se...

02/04/2026

Last week’s sharp sell off in gold and silver took many investors by surprise. Our latest commentary breaks down what drove the move including overbought conditions, Fed policy expectations, dollar strength, and forced selling—and what it may mean for markets going forward. Read here:

Last week’s sharp sell off in gold and silver took many investors by surprise. Our latest commentary breaks down what drove the move—including overbought conditions, Fed policy expectations, dollar strength, and forced selling—and what it may mean for markets going forward. Read now!

02/01/2026

It’s tempting to set ambitious goals at the start of a new year. Chances are, you don’t need a major overhaul to notably improve your finances in the new year. A simple tune-up may be enough. In this month's Financial Watch find out what seven steps to incorporate that can serve you for life. Read more here:

It’s tempting to set ambitious goals at the start of a new year. Chances are, you don’t need a major overhaul to notably improve your finances in the new year. A simple tune-up may be enough. In this month's Financial Watch find out what seven steps to incorporate that can serve you for life.

01/23/2026

New year, new goals… but the same tax mistakes can quietly follow you into 2026.

Join me on January 27th at 7 PM for our upcoming webinar, “New Year, Old Tax Mistakes: What to Fix for 2026,” where we’ll walk through what to expect for the upcoming tax season and how to avoid the most common missteps taxpayers make year after year.

During this session, we’ll cover:
• Key tax strategies that often get overlooked
• What’s changing (and what’s not) for the 2026 tax season
• How early planning can save time, money, and stress

Don’t head into 2026 unprepared. Register Here: https://us02web.zoom.us/webinar/register/WN_sb1hU5o2QE6QlpQJpQrsYA

01/21/2026

What is Wall Street expecting for 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table can’t capture, however, is the market’s path throughout the year marked by both surges and periods of uncertainty.