The Wealth Management Group

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…

09/01/2026

September 1st is here, and I’m STILL KICKING!

Summer’s not over yet, and I’m ready to KICK off September, STRETCH toward new goals, and enjoy every minute of the season ahead!

There’s still plenty of summer left for life, laughter, adventure—and maybe a little travel!

Here’s to staying active, staying positive, and STILL KICKING!

08/31/2026

Thank you, Dolly Parton, for being such a beautiful light in this world. Your music, kindness, generosity, and unwavering spirit have touched countless lives and inspired generations.

Thank you for reminding us that a little compassion can go a long way, that dreams are worth chasing, and that kindness never goes out of style. Your heart is as unforgettable as your songs.

With so much love and gratitude—thank you, Dolly!

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...

08/28/2026

Create a life you love.

You work hard during the week—building your career, growing your financial wealth, and creating the future you want. But true wealth isn’t just about your bank account. It’s also about having the time, freedom, and memories to enjoy the life you’re working so hard to build.

So this weekend, slow down.
Do the things you love.
Spend time with the people you love.
Make memories.

Work hard. Build wealth. Create financial freedom. And don’t forget to enjoy the life you’re creating along the way.

Your wealth is more than what you have—it’s the life you get to live.

08/26/2026

Hump Day reminder: Keep you money growing & your goals thriving!

08/24/2026

Plant the seeds, grow and preserve the wealth, transfer it forward-and enjoy the garden you created.

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...

08/21/2026

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,…