Ken Chase - Investment Advisor Representative

Ken Chase - Investment Advisor Representative Investment Advisor Representative at Cetera Investors

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

As retirement approaches, enhance your financial well-being. Explore some key tips for a prosperous retirement.
09/07/2026

As retirement approaches, enhance your financial well-being. Explore some key tips for a prosperous retirement.

Here are ten key steps to help improve your financial health and make the most of your retirement years.

Lifestyle inflation can be the enemy of wealth building.
09/04/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Make this the year you start your journey to financial independence. Pursue financial independence next year with a few ...
09/02/2026

Make this the year you start your journey to financial independence. Pursue financial independence next year with a few simple but empowering resolutions.

Pursue financial independence next year with a few simple but empowering resolutions.

Is your retirement portfolio subject to “sequence of returns” danger?
08/31/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

When you choose to take Social Security might impact your retirement income. Find out how.
08/28/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Have you used a junk-drawer approach to manage your investments?
08/26/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Saving for college doesn’t have to be as complicated as college itself.
08/24/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
08/21/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Periodic withdrawals in retirement may not be such a good idea.
08/19/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

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