Travis Paull Investment Adviser Representative

01/05/2026

This Quarterly Recap summarizes market performance, major events and news from Q4 2025. Read more here:

The S&P 500 advanced nearly 18% in 2025, marking three back-to-back years of double-digit gains, following returns of 25.02% in 2024 and 26.29% in 2023. Such a feat is rare for Wall Street, occurring only five times before, this time being the sixth. Moreover, taken together, the S&P 500’s “thre...

01/05/2026

With the government shutdown behind us, all eyes are on Friday’s non-farm payroll report—the first look at December’s economy and a key signal for the Fed. Early signs point to strength: jobless claims are down, manufacturing hiring is solid, and federal layoffs are easing. On this week’s , CIO Gene Goldman explains why this report matters and what it could mean for rates and markets in 2026.

“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...

12/29/2025

Low holiday trading volume and sparse economic data put the spotlight on one thing: the Fed’s divide. This Wednesday’s FOMC meeting minutes could reveal more about the December rate cut and why not every Fed member agreed. With some pushing for deeper cuts and others resisting any move, the minutes may offer critical clues on what’s next for interest rates. On this week’s , CIO Gene Goldman explains why this release matters as markets head into 2026—and what it could mean for stocks if the Fed holds firm.

“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...

12/22/2025

As market activity slows and economic data becomes scarce, we’re looking ahead to 2026 and the three key investment themes likely to shape the economy and financial markets. From a stronger-than-expected economy to lower market returns and a shift in market leadership, these trends could define the year ahead. On this week’s , CIO Gene Goldman breaks down what these themes mean for investors and portfolios in 2026.

“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...

12/18/2025

Read the latest issue of Financial Watch here:

Starting January 1, 2026, new rules for charitable giving will kick in under the One Big Beautiful Bill Act (OBBBA). These changes affect both itemizers and those who take the standard deduction, so no matter how you give, it’s worth knowing what’s ahead. This month's Financial Watch newsletter ...

12/15/2025

Due to the government shutdown, October and November reports are hitting at once—revealing a labor market under pressure and consumer spending losing steam. With CPI expected to rise to 3.1%, bond investors and policymakers are on alert ahead of January’s Fed meeting. On this week’s , Chief Market Strategist Brian Klimke breaks down what these reports mean for rates, markets, 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...

12/12/2025

2026 is shaping up to be a year of resilience and reinvention. Tax cuts, demographic tailwinds, and productivity gains from AI are fueling moderate growth – even as labor market risks and elevated valuations keep investors on their toes.

The Cetera Investment Management Team’s 2026 Annual Outlook explores what these trends mean for equities, fixed income, and your portfolio strategy. Read the full commentary here: https://cetera.com/CIM-2026-market-outlook?utm_source=nfaaol

12/09/2025

Read the latest issue of Retire Wise here:

About six months before historically high gift, estate, and generation-skipping exemption levels were scheduled to expire, legislation changed course. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, made these exemption amounts permanent. Because they continue to be indexed....

12/08/2025

All eyes are on the Fed’s last interest rate meeting this Tuesday, with an expectation that rates will be cut – but the real story will be Chair Jerome Powell’s press conference after the meeting. Listen in for more thoughts from Gene Goldman in this week’s edition of .

“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...

12/02/2025

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

The S&P 500 carved out a small gain in November after a strong 3.74% month-ending weekly gain, its largest weekly advance in five months. The S&P turned positive for the month on the final trading day in November, gaining 0.54% on Friday’s abbreviated post-Thanksgiving “Black Friday” trading s...

12/01/2025

Plenty of key economic data is on deck this week, including Wednesday’s ADP employment report – the final snapshot of the labor market before the Fed’s next meeting. Chief Investment Officer Gene Goldman breaks down what to expect in this week’s edition of .

“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...

11/24/2025

What’s behind recent market weakness? AI concerns, Fed uncertainty, and crypto declines have pressured a market priced for perfection—despite Friday’s bounce on hopes for a rate cut. On this week’s episode of , CIO Gene Goldman breaks down why volatility persists, key technical levels to watch, and why “buy the dip” remains a valid strategy.

“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...