Shanna Pendergrast - ACU Wealth Advisors, Financial Advisor

Shanna Pendergrast - ACU Wealth Advisors, Financial Advisor Financial Planning | Investing | Fiduciary | Insurance | Long Term Care | 401K's | Annuities | IRA's | AIF®

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In the Cetera Inves...
03/03/2026

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In the Cetera Investment Management Team's latest commentary, they unpack what’s behind the recent market reaction, why volatility may be higher this time, what they’re watching next, and why discipline and diversification matter most in uncertain environments. Read here:

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In our latest commentary, we unpack what’s behind the recent market reaction, why volatility may be higher this time, what we’re watching next, and why discipline and diversification matter mos...

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

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

The three major U.S. equity averages finished mixed in February with the S&P 500 down a second time in the past three months and the Nasdaq Composite (-3.33%) posting its worst month since March 2025. Investors shifted out of Big Tech mega cap stocks and rotated into cyclical-based sectors and other...

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. Read the...
03/02/2026

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. Read the Cetera Investment Management Team's latest commentary.

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. In our latest commentary, the Cetera Investment Management team breaks down the recent escalation in the Middle East, what it could mean for energy markets and inflation, and why global eq...

Markets are confronting a mix of geopolitical shock, recent equity weakness, and a busy economic calendar — conditions t...
03/02/2026

Markets are confronting a mix of geopolitical shock, recent equity weakness, and a busy economic calendar — conditions that could fuel near term volatility without necessarily derailing the broader trend. With Middle East tensions escalating, February’s pullback looking more like rotation than panic, and key data ahead including ISM reports and Friday’s jobs numbers, investors are watching for moderation, not disruption. On this week’s , CIO Gene Goldman explains what history shows about geopolitical shocks, what’s driving recent weakness, and why discipline and diversification matter when headlines dominate.

“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...

Markets look steady… but the action underneath is getting louder. We’re seeing investors re-price the crowded AI trade f...
02/27/2026

Markets look steady… but the action underneath is getting louder. We’re seeing investors re-price the crowded AI trade from possibility to price, policy uncertainty back in focus, and rotation toward defensives — even as indexes stay calm. Looking ahead: expect more modest returns with heightened volatility. Read the Cetera Investment Management Team's commentary for takeaways:

Recent market conditions reflect a complex mix of elevated valuations, policy uncertainty, and shifting investor expectations. Despite steady index performance, defensive rotation and widening dispersion suggest rising concern about the economic outlook. Read our latest commentary to explore what’...

Between tariff headlines, rising geopolitical tensions, and a disappointing GDP report, it’s easy to assume the economic...
02/23/2026

Between tariff headlines, rising geopolitical tensions, and a disappointing GDP report, it’s easy to assume the economic outlook is deteriorating. But the full picture tells a more constructive story. In this week’s , CIO Gene Goldman breaks down what the latest tariff developments really mean, why slowing growth isn’t the same as recession, and why key indicators point to a stronger than expected economy 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...

The Supreme Court’s decision to strike down most global tariffs has added a new layer of uncertainty for investors — fro...
02/20/2026

The Supreme Court’s decision to strike down most global tariffs has added a new layer of uncertainty for investors — from potential shifts in future trade actions to the question of whether previously collected duties could be refunded. The Cetera Investment Management Team's latest commentary breaks down what the ruling means for markets, why bond investors may feel the biggest impact, and how tariff driven volatility could create opportunities for long term investors.

The Supreme Court’s decision to strike down most global tariffs was widely expected, but it still introduces new uncertainties for investors. Key questions remain around future trade actions and whether previously collected duties could be refunded—an outcome that may affect corporate earnings, ...

Read the latest issue of Financial Watch here:
02/17/2026

Read the latest issue of Financial Watch here:

Whether you plan to complete your tax returns yourself or hand things over to a professional, few people relish the prep work that comes with filing their annual income tax returns. In this month's Financial Watch find out ways to take much of the pain out of this annual ritual.

Stocks have pulled back in recent weeks — but the data points to opportunity, not alarm. With economic indicators surpri...
02/17/2026

Stocks have pulled back in recent weeks — but the data points to opportunity, not alarm. With economic indicators surprising to the upside, corporate earnings coming in strong, and market breadth improving, this weakness may create more favorable entry points for investors. On this week’s , CIO Gene Goldman breaks down why sentiment has shifted, what’s driving volatility, and why we still see pullbacks as buying opportunities.

“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...

The Fed meets this week — but the data suggests no rate cut. With inflation still above target, jobs stabilizing, and lo...
02/09/2026

The Fed meets this week — but the data suggests no rate cut. With inflation still above target, jobs stabilizing, and long term yields rising, policymakers may see little need to move. On this week’s , CIO Gene Goldman breaks down why expectations are shifting and what it means for markets.

“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...

This Monthly Recap summarizes market performance, major events and news from January 2026. Read more here:
02/03/2026

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

The first month of 2026 drew to positive close across most asset classes with the S&P 500 posting its strongest monthly performance since October. Following returns of +0.25% in November and +0.06% in December, the month ended in the black despite intense swings during the second half of January. Se...

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