Fred Wollman CFP MPAS AIF

07/28/2025

Markets have surged nearly 28% since April—but is the rally justified? This week’s “triple-scoop” of earnings, Fed policy, and jobs data could reveal what’s next. Join CIO Gene Goldman on this week’s episode of as he breaks down the key indicators shaping market direction and what they could mean for investors.

“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...

07/21/2025

Markets have rallied, but a pullback may be coming. Join CIO Gene Goldman on this week’s episode of where he covers key risks, like high valuations and tariff uncertainty, and why any dip could be a buying opportunity.

“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...

07/17/2025

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-july25

07/14/2025

Markets are eyeing two pivotal storylines this week: Tuesday’s CPI report and the kickoff of Q2 earnings season. Will tariffs finally show up in inflation data? Will corporate results support the S&P’s recent surge? Join CIO Gene Goldman on this week’s episode of , where he breaks this down in his latest video.

“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...

07/10/2025

Just like the Tour de France, navigating the markets and economy takes strategy, stamina, and well-timed gear shifts. In 's latest commentary, "Shifting Gears Through Economic and Market Cycles," they explore how recessions, bear markets, and recoveries shape investor behavior, and what it takes to stay ahead of the curve. Read the full commentary here:

In our new commentary, Shifting Gears Through Economic and Market Cycles, we draw a parallel between the Tour de France and the journey of the economy and markets—both marked by steep climbs, sharp turns, and long stretches of endurance. The commentary explores the evolution of economic cycles and...

07/08/2025

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-july2025

07/07/2025

The Fed may have voted unanimously to hold rates steady—but the real story might be in the fine print. Join CIO Gene Goldman on this week’s as he breaks down why the latest Fed meeting minutes could reveal growing divisions within the central bank—and what it means for the path of rate cuts, inflation, and market momentum.

“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...

07/02/2025

This Quarterly Recap summarizes market performance, major events and news from Q2 2025. Read more here:

Markets powered to new highs, with the S&P 500 rebounding nearly 25% from April lows and international stocks outpacing U.S. equities. Add in rising optimism around Fed rate cuts and a cooling inflation outlook, and there’s a lot to digest. Read the full recap for key takeaways, performance highli...

06/30/2025

It’s a data-heavy week that could finally tip the scales on rate policy. With the Fed split on when to cut, markets are watching ISM Manufacturing, ISM Services, and Friday’s jobs report for clues on inflation, labor strength, and the impact of tariffs. Join CIO Gene Goldman on this week’s as he breaks down what it could mean for the Fed—and your portfolio.

“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...

06/25/2025

Check out the latest market outlook from which explores the rebound, tariff risks, and where we see opportunities ahead. Click here to read more:

In our Mid-Year Market Outlook, we explore how markets have staged a sharp rebound—despite headwinds from rising tariffs, persistent inflation concerns, and global tensions. While some risks have receded, we also spotlight where we see opportunity on the horizon.

06/23/2025

It’s a quiet week on the economic data front—but the Fed has the floor. With markets parsing every word from Chair Powell and fellow policymakers, “Fedspeak” could offer crucial clues about the path of interest rates, inflation, and the broader economy. Join CIO Gene Goldman on this week’s episode of , where he unpacks what Fed officials are saying—and what it could mean for rate policy, investor expectations, and market momentum heading into summer.

“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...

06/23/2025

Tensions are rising, but how the conflict impacts the economy and earnings is what impacts markets. While the impact to markets has been muted, that can change quickly. Diversification is prudent.

In this commentary we discuss this weekend’s U.S. bombing of Iranian nuclear sites which has increased geopolitical tension. Futures markets have responded with measured caution. While risks remain, history suggests staying diversified and focused on long-term goals is the best course for investor...