Clear View Financial Services LLC

Clear View Financial Services LLC We create personalized retirement strategies and manage your assets like we would for our own family

What’s behind recent market weakness? AI concerns, Fed uncertainty, and crypto declines have pressured a market priced f...
11/24/2025

What’s behind recent market weakness? AI concerns, Fed uncertainty, and crypto declines have pressured a market priced for perfection—despite Friday’s bounce on hopes for a rate cut. On this week’s episode of , CIO Gene Goldman breaks down why volatility persists, key technical levels to watch, and why “buy the dip” remains a valid strategy.

“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...

Recent market weakness may feel unsettling, but it reflects a normal reset as AI concerns, shifting Fed expectations, an...
11/21/2025

Recent market weakness may feel unsettling, but it reflects a normal reset as AI concerns, shifting Fed expectations, and crypto volatility hit a market priced for perfection. A pullback toward the S&P 500’s 200-day average could approach correction territory—and history shows that’s often when opportunity knocks. Read the latest commentary from the Cetera Investment Management Team for what’s driving the pullback and why they see it as a buying opportunity:

In our latest commentary, we break down what’s behind recent market weakness and why it may signal opportunity—not risk. AI concerns, shifting Fed expectations, and crypto volatility have pressured a market priced for perfection. A pullback toward the S&P 500’s 200-day average could approach c...

Read the latest issue of Financial Watch here:
11/20/2025

Read the latest issue of Financial Watch here:

Did you know that nearly 7 in 10 U.S. households are now living paycheck to paycheck? Rising prices and a cooling job market are big factors, but there’s another culprit that often flies under the radar: lifestyle creep. It’s something that can impact anyone, no matter their income. Read this mo...

Mixed equity moves and AI scrutiny fade behind one question: Will the Fed cut rates again? This Wednesday’s FOMC minutes...
11/17/2025

Mixed equity moves and AI scrutiny fade behind one question: Will the Fed cut rates again? This Wednesday’s FOMC minutes could offer clues. With only a 45% chance of a December cut, investors are watching how the Fed weighs inflation risks against labor market weakness. On this week’s , CIO Gene Goldman breaks down what to expect from Friday’s inflation reading—and why it could strengthen the case for rate cuts.

“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:
11/11/2025

Read the latest issue of Retire Wise here:

2025 is coming to a close, and as we head into the final stretch, it’s the perfect time to make sure your year-end planning is on track. From “super catch-up” contributions for those nearing retirement to new updates under the One Big Beautiful Bill Act (OBBBA), there are some great opportunit...

Markets pulled back last week amid AI scrutiny, layoff concerns, and macro uncertainty. But is this just noise — or a re...
11/10/2025

Markets pulled back last week amid AI scrutiny, layoff concerns, and macro uncertainty. But is this just noise — or a real shift? Join CIO Gene Goldman, CFA on this week’s episode of as he breaks down why equities could stay under pressure and how any pullback is still a buying opportunity.

“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 October 2025. Read more here:
11/04/2025

This Monthly Recap summarizes market performance, major events and news from October 2025. Read more here:

The S&P 500 posted solid gains in October, ending within 1% of a new record high set three trading days before month end. Reaffirming optimism in AI, strong earnings and reduced interest rates lifted equities to their sixth straight monthly gain while bonds clinched their third consecutive winning m...

With government reports on hold, this week’s ISM Manufacturing and Services indices are critical for gauging economic he...
11/03/2025

With government reports on hold, this week’s ISM Manufacturing and Services indices are critical for gauging economic health and inflation trends. On this episode of , CIO Gene Goldman explains what to watch and why these indicators matter now more than ever.

“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...

All eyes are on the Fed this week. On this episode of  , CIO Gene Goldman breaks down why a rate cut is likely at the up...
10/27/2025

All eyes are on the Fed this week. On this episode of , CIO Gene Goldman breaks down why a rate cut is likely at the upcoming FOMC meeting—and what the Fed’s comments could show about how they plan to move going forward.

“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...

With most government data on hold, this week’s CPI report stands out as a key signal for the Fed and the markets. On thi...
10/20/2025

With most government data on hold, this week’s CPI report stands out as a key signal for the Fed and the markets. On this episode of , CIO Gene Goldman breaks down what to expect from Friday’s inflation reading and why it could support the case for rate cuts.

“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 Financial Watch here:
10/16/2025

Read the latest issue of Financial Watch here:

There are some big changes coming for 529 plans. Families who use 529 education savings plans to set aside money for school will soon see new benefits. The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, expands how these accounts can be used — giving families more flexibility an...

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Punta Gorda, FL
33950

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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