CASCO Financial Group

CASCO Financial Group CASCO Financial Group is a full-service financial advisory firm, dedicated to helping clients assess, plan for and potentially achieve their financial goals.

Services We Offer:

Free Notary Service to our Clients

Financial and Estate Planning
We work with clients and provide financial plans of various types and complexities, such as Estate Plans and Retirement Capital and Income Projections. Custom Portfolio Building
We conduct portfolio building and investment analysis - where we review investments and provide recommendations among different types

of assets with a view toward fulfilling financial planning objectives. Asset Management
Our asset management clients receive the flexibility to research, analyze, build and maintain a well-diversified portfolio with a broad range of investment choices, including no load and load-waived mutual funds, closed-end mutual funds, stocks, bonds, UITs, REITs, CDs and more. Advisory Services
Specialized services at an hourly rate, such as advisor sounding board, financial problem solving, and financial coaching around issues, such as retirement, taxes, debt and cash flow

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CASCO Financial Group nor Cetera offer tax or legal advice; please consult a qualified professional for advice. This site is published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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...

U.S. credit card debt is approaching a record high.Americans’ credit card balances reached $1.26 trillion in the second ...
08/20/2026

U.S. credit card debt is approaching a record high.

Americans’ credit card balances reached $1.26 trillion in the second quarter, rising by $21 billion, according to new data from the Federal Reserve Bank of New York.

That puts credit card debt just below the all-time high of $1.28 trillion set late last year.

Strong consumer spending is one factor behind higher balances. Rising prices for essentials like groceries and gas may also be contributing.

Delinquencies remain a concern. The share of credit card balances more than 90 days delinquent rose from 7.6% to 12.8% from mid-2022 through early 2026.

Total U.S. household debt now stands at $18.8 trillion. Auto loan debt also reached a new high of $1.71 trillion.

For households, rising debt is a reminder that everyday expenses, interest rates, minimum payments, and emergency costs can all affect financial flexibility.


Source:

Americans' credit card debt reached $1.26 trillion, increasing by $21 billion in the second quarter of this year, according to new data.

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...

This Monthly Recap summarizes market performance, major events and news from July 2026. Read more here:
08/04/2026

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

Broad market stocks finished a volatile month little changed with the S&P 500 capping its first winning week of the month, ending July just 0.06% in the red.…

Address

2525 W Carefree Highway, Ste 112
Phoenix, AZ
85085

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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