J P & Associates

01/29/2026

It is never too late to start working with an advisor....

06/30/2025

It’s a data-heavy week that could finally tip the scales on rate policy. With the Fed split on when to cut, markets are watching ISM Manufacturing, ISM Services, and Friday’s jobs report for clues on inflation, labor strength, and the impact of tariffs. Join CIO Gene Goldman on this week’s as he breaks down what it could mean for the Fed—and your portfolio.

“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...

06/30/2025

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

06/27/2025

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

06/25/2025

Check out the latest market outlook from which explores the rebound, tariff risks, and where we see opportunities ahead. Click here to read more:

In our Mid-Year Market Outlook, we explore how markets have staged a sharp rebound—despite headwinds from rising tariffs, persistent inflation concerns, and global tensions. While some risks have receded, we also spotlight where we see opportunity on the horizon.

06/25/2025

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

06/23/2025

It’s a quiet week on the economic data front—but the Fed has the floor. With markets parsing every word from Chair Powell and fellow policymakers, “Fedspeak” could offer crucial clues about the path of interest rates, inflation, and the broader economy. Join CIO Gene Goldman on this week’s episode of , where he unpacks what Fed officials are saying—and what it could mean for rate policy, investor expectations, and market momentum heading into summer.

“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...

06/23/2025

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

06/23/2025

Tensions are rising, but how the conflict impacts the economy and earnings is what impacts markets. While the impact to markets has been muted, that can change quickly. Diversification is prudent.

In this commentary we discuss this weekend’s U.S. bombing of Iranian nuclear sites which has increased geopolitical tension. Futures markets have responded with measured caution. While risks remain, history suggests staying diversified and focused on long-term goals is the best course for investor...

06/20/2025

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

06/18/2025

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-june25

06/18/2025

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.