Jason Phillips Branch Manager

Jason Phillips Branch Manager I'm the Branch Manager of the New Haven Office of Cetera Investors. Cetera Investors is a marketing name of Cetera Investment Services.

Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Back to school season stinks!It stinks for a lot of reasons, shopping for school supplies, adapting to new schedules, de...
09/02/2026

Back to school season stinks!

It stinks for a lot of reasons, shopping for school supplies, adapting to new schedules, dealing with the kids meeting new classmates and adapting to new teachers, not the least of which is the end of summer break.

College drop off is the Grand Daddy of them all.

I expected to be sad that the kid who I've spent the last 18 years doing, well... everything for his well being is now (mostly) on his own. I didn't expect to spend the next few days questioning every parenting decision that I've ever made.

He'll be OK. He's a great kid who is smart and works hard and is quietly hilarious. I'm pretty sure I'll be OK too, eventually!

Here's what I love about Back to School, it's a chance at a new beginning.

In this case it's a new beginning for both of us. It's obvious for him it's new friends, new teams (hopefully), and a chance to learn so many things.

For me it's a little more subtle, what am I going to do with this new found time? How can I get better for those who I serve? What can I learn? What do I actually enjoy doing? How can I enrich the lives of my wife and younger son?

Cheers to new beginnings and for all the parents packing their kids off to school, pre-school, kindergarten or an advanced degree, I see you. To all the students, get after it and have yourselves a year!

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

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

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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 face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

Read the latest issue of Financial Watch here:
08/20/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and...
08/18/2026

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and increased debt issuance. In the Cetera Investment Management Team's latest commentary, they break down what's behind the move, the impact on portfolios, and why we view higher yields as a compelling opportunity for long-term investors.
Read the full commentary:

We're in the Temperamental Era and bonds are the ones having the tantrum. The Temperamental Era is our term for a market that trades on headlines, not trends.…

A busy week of economic and corporate data will provide important insight into the forces shaping the markets.Housing st...
08/17/2026

A busy week of economic and corporate data will provide important insight into the forces shaping the markets.
Housing starts, the Fed’s meeting minutes, weekly jobless claims and earnings from several major retailers will offer timely indicators on home demand, interest-rate expectations, employment and consumer strength.
Join Chief Market Strategist Brian Klimke on this week’s episode of as he examines the key developments investors should monitor and whether recent market momentum can continue.

“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...

Read the latest issue of Retire Wise here:
08/11/2026

Read the latest issue of Retire Wise here:

Grandparents looking for new ways to support their grandchildren's education have reason to pay attention this year. In this month's Retire Wise, learn about…

Last week's employment report raised questions about the health of the labor market, but a closer look at the data tells...
08/10/2026

Last week's employment report raised questions about the health of the labor market, but a closer look at the data tells a more nuanced story. Join CIO Gene Goldman on this week's episode of as he discusses the latest jobs report, previews upcoming inflation data, and explores how economic developments may factor into the Federal Reserve's ongoing policy discussions.

“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...

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