Countryman Financial

10/16/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

10/14/2026

Common sustainable investing strategies include exclusionary screening, impact investing, shareholder advocacy, and community investing. Each aims to create a positive social or environmental impact.

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward 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...

10/12/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

10/09/2026

It isn't whether you should have auto insurance - it's what kind you should have.

10/07/2026

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.

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks 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...

10/05/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

10/02/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.