Jason M. Bowers, RICP, CDFA

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...

06/08/2026

Taxable income drives more than your April tax bill—it can also affect Medicare premiums, how Social Security is taxed, and eligibility for certain credits.

Small moves (timing withdrawals, reviewing deductions, charitable giving) may help keep more of your savings working for you over time.

Watch my full video on YouTube at JasonBowersFP for more tips and strategies on your money management solutions.

06/08/2026

What happens when you delay your Social Security and does that mean you need to delay Retirement?

Don't just ask questions, get answers!

Watch the FULL video on my YouTube channel

06/08/2026

It's not about having the most MONEY, it's about coordinating how you use it!

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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...

05/27/2026

The best financial plans are boring.

No chasing trends. No wholesale changes every quarter. Just consistent saving, appropriate investing, and a clear income plan.

You're planning for 50 years — 20 before retirement, 30 inside it.

Boring consistency is what wins over 50 years.

If your plan needs to feel exciting to keep your attention, it might be the wrong plan.

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...

05/22/2026

Schedule your 1-on-1 today, link below!
https://calendly.com/jason-bowers-zio7/60-minute-virtual-meeting?month=2025-09

This video offers practical financial advice for navigating your personal finance journey, challenging traditional retirement planning methods.

We emphasize the importance of effective financial planning and consulting a financial advisor to ensure a smarter approach and achieve your goals.

🚨 Watch MORE videos on YouTube at JasonBowersFP 🚨

DISCLOSURE: : This material is for informational purposes only and should not be relied upon as personalized financial advice. No strategy guarantees success. Viewers should consult with a qualified financial professional to determine what may be appropriate for their individual circumstances.