Anderman Wealth Partners

06/22/2026

Markets started strong last week, but the Fed quickly shifted the narrative. New Fed Chair Kevin Warsh struck a hawkish tone, signaling that rate cuts may be off the table and rates may move higher. Expectations have flipped, with markets now pricing in a potential hike. CIO Gene Goldman, CFA's eyes are on Core PCE, where a hotter reading could add more pressure on rates. Learn more in

Stay informed with Cetera's expert analysis and commentary from our investment management team.

06/21/2026

The greatest investments aren't always measured in dollars.

They're measured in time spent, values shared, lessons taught, and memories created. This Father's Day, we honor the fathers and father figures who invest in those that they cherish and love.

Wishing you a wonderful Father's Day.

06/16/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman, CFA reminds us that a Fed hold may not be exciting, but consistency counts. See more in https://cetera.com/research-and-insights

06/11/2026

Most people think financial mistakes come from poor decisions. In reality, many financial opportunities are missed because no decision is made at all.

Thoughtful financial planning isn't simply about making good decisions. It's about periodically reassessing whether yesterday's decisions still support today's goals.

06/10/2026

The midpoint of the year offers more than a chance to review performance. It's an opportunity to reassess strategy. Market conditions evolve, tax laws change, and personal priorities shift. A mid-year review can help ensure your plan remains aligned with your long-term objectives and is the best course of action given the current environment.

Is your financial strategy well-positioned for the second half of the year?

06/09/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead, including the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke, CFA discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in https://cetera.com/research-and-insights

06/03/2026

Effective financial planning, at its core, is shaped by the needs, tools and daily decisions that move you closer to your goals.

While everyone's financial journey is unique, the principles that support lasting success are often similar. In our recent blog, anderman explores six money mindsets that our best clients have in common and why they matter. Read more: https://www.andermanwealth.com/blog/6-money-mindsets-our-best-clients-share

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke, CFA thinks in https://cetera.com/research-and-insights

05/29/2026

Education planning shouldn’t be treated separately from your broader financial plan. College-savings plans can sit alongside other strategies to optimize your tax efficiency and balance growth potential with the time until you need the funds. 529 plans can also be smart additions to your estate and retirement planning strategy.

Learn more here: https://www.kiplinger.com/personal-finance/college/best-529-plans

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, CFA says markets may take cues from headlines, not data, this week.

https://cetera.com/the-week-ahead