McDaniel Wealth Management, PLLC

06/09/2026

Happy 1-Year Anniversary, Margaret Stevens! 🎉

We’re celebrating Margaret and her first year with our team as our Tax & Accounting Associate! Margaret is always upbeat, brings a smile wherever she goes, and helps make our office a better place each day. We appreciate her hard work, positive attitude, and everything she does for our clients and team.

Thanks for a great first year, Margaret! We’re lucky to have you and look forward to many more!

06/08/2026

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

“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...

06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

06/05/2026

Friendly reminder! Don’t forget to file your Annual Report by June 30th to keep your business in good standing. ✅

For detailed instructions and more information, check out our latest blog post- t.ly/ZpsBF

06/02/2026

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

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

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 thinks in .

“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...

05/29/2026

Happy National 529 Day! 🎓

It's never too early to invest in your child's future. With a 529 plan, you can invest in your child's future while enjoying tax benefits.

05/26/2026

Welcome back, Harris!

We’re excited to welcome Harris Phelps back this summer as our Wealth Management Intern!

Harris will be entering his senior year at Centre College this fall, where he is majoring in Economics and Finance. We’re looking forward to having him back on the team as he continues building his experience and learning more about the wealth management industry.

We’re glad to have him back for the summer and excited to see all he accomplishes!

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 says markets may take cues from headlines, not data, in .

“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...

05/25/2026

On this Memorial Day, we pause to remember and honor the extraordinary men and women who gave everything for our country. Their sacrifice is a beacon of courage and resilience, reminding us to cherish the precious gift of freedom. Let's honor their legacy not just today, but every day.

Our office is closed today in observance of Memorial Day.