Ashley Archer, Investment Advisor Representative

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

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…

06/02/2026

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

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

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...

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains 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...

05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…