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Call (239) 936-5441 Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Thats why we are here. Give us a call at (239) 936-5441

This Monthly Recap summarizes market performance, major events, and news from October 2026. Read more here:
11/03/2026

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

October was volatile for equities. Both the tech-heavy Nasdaq Composite and the S&P 500 reached new all-time highs but closing the month well below their…

November 2, 2026Nasdaq Slides as Earnings DisappointRecapThe week began on a positive note as progress toward a potentia...
11/02/2026

November 2, 2026

Nasdaq Slides as Earnings Disappoint

Recap
The week began on a positive note as progress toward a potential U.S.-Iran ceasefire supported markets. The Fed held rates steady on a split vote while leaving the door open for

November 2, 2026 Nasdaq Slides as Earnings Disappoint Recap The week began on a positive note as progress toward a potential U.S.-Iran ceasefire supported markets. The Fed held rates steady on a split vote while leaving the door open for another increase in December. Sentiment

Last week’s sell-off raised new questions about the market outlook. This week on  , Brian Klimke breaks down what drove ...
11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“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...

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
11/01/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Whether you realize it or not, you’ve allocated your assets.
10/31/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether y...
10/28/2026

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether you can afford something, but whether it reflects what you actually value.

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

October 26, 2026Oil Rises on Geopolitical Risk, AI Continues to Face ScrutinyRecapIn the absence of major economic news,...
10/26/2026

October 26, 2026

Oil Rises on Geopolitical Risk, AI Continues to Face Scrutiny

Recap
In the absence of major economic news, earnings and geopolitical tensions continued to take center stage. Both Iran and the Houthis renewed attacks on oi

October 26, 2026 Oil Rises on Geopolitical Risk, AI Continues to Face Scrutiny Recap In the absence of major economic news, earnings and geopolitical tensions continued to take center stage. Both Iran and the Houthis renewed attacks on oil infrastructure, sending crude oil (+4.

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with h...
10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax cons...
10/25/2026

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax considerations, learn about the sophisticated tools that support estate planning goals and generational wealth growth.

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

Are you ready for school—again?
10/24/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Address

13720 Cypress Terrace Cir, Suite 302
Fort Myers, FL
33907

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(239) 936-5441

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