Cetera Investors Phoenix

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A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“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...

Happy Birthday and Congratulations to David Ramos Gonzales! Today we’re celebrating not one, but two incredible mileston...
05/21/2026

Happy Birthday and Congratulations to David Ramos Gonzales!
Today we’re celebrating not one, but two incredible milestones for David!

Please join us in wishing David a very Happy Birthday and congratulating him on earning his Bachelor of Arts in Business Finance Planning.

David, your dedication, hard work, and commitment to your goals are truly inspiring. We are proud of all you’ve accomplished and excited to see all the great things ahead for you. Wishing you a birthday filled with happiness and a year full of continued success, new opportunities, and well-deserved celebrations!

Congratulations, David!

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

Happy Birthday to our new associate, Stefanie Costabile! 🎉We’re excited to have you on the team and grateful for the pos...
05/19/2026

Happy Birthday to our new associate, Stefanie Costabile! 🎉

We’re excited to have you on the team and grateful for the positive energy and professionalism you bring each day. Wishing you a wonderful year ahead—both personally and professionally. Enjoy your day! 🎂

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“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...

Cetera Phoenix Office celebrated Derby Day + Cinco de Mayo with clients and friends—taco truck, mint juleps, and a littl...
05/14/2026

Cetera Phoenix Office celebrated Derby Day + Cinco de Mayo with clients and friends—taco truck, mint juleps, and a little pickleball. Sharing a few photos from a great afternoon. 📸🐎🌮

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t ...
05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

Tax season is (finally) over—time to learn and recharge. 🎉We ended the season the best way we know how: a practical CE h...
05/13/2026

Tax season is (finally) over—time to learn and recharge. 🎉

We ended the season the best way we know how: a practical CE hour, then a little friendly competition at Andretti’s—karting, bowling, and laser tag.

Good people, good conversation, and a well-earned break. Hats off to the winner!

This event was funded in part by Clark Capital and Eagle Life

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—...
05/11/2026

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—and influence how long the Fed stays on hold. CIO Gene Goldman breaks down what to watch and why it matters for markets in .

“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 April 2026. Read more here:
05/04/2026

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

U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to…

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1702 E Highland Avenue, Suite # 204
Phoenix, AZ
85016

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