G. Wayne Neill CPA CFP

06/03/2026

Many families ask the same question: How do we help our kids develop healthy financial habits—without overwhelming them or getting it wrong? Teaching kids about money can feel intimidating, especially when you’re still navigating your...

Many families ask the same question: How do we help our kids develop healthy financial habits—without overwhelming them or getting it wrong? Teaching kids about money can feel intimidating, especially when you’re still navigating your own financial decisions...

06/02/2026

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

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...

06/01/2026

Three important questions to consider before you start taking.

05/29/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship.

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

05/27/2026

A meaningful, financially informed legacy doesn’t happen by accident. While your estate documents drive the transfer of assets, continuity depends on something more: education, structure, and shared understanding. Here are a few ways you...

A meaningful, financially informed legacy doesn’t happen by accident. While your estate documents drive the transfer of assets, continuity depends on something more: education, structure, and shared understanding. Here are a few ways you can begin building a financially...

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...

05/25/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/22/2026

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled examples, and lived experiences.

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement