Caeden Goering

Caeden Goering Make your money work harder, so you don't have to. Unleash lasting wealth that amplifies your values.

09/29/2025

Second-quarter GDP growth was revised higher, and consumer spending remained strong, supporting above-trend economic momentum. Equity markets pulled back from record highs as profit-taking hit tech and AI stocks, while gold and oil surged on inflation and geopolitical risks.

With Treasury yields rising and a potential government shutdown looming, the upcoming jobs data releases and October 1 government shutdown deadline loom as potential short-term market catalysts.

Learn more with a detailed breakdown from this week’s market perspective.

09/22/2025

Markets rallied after the Fed delivered a widely anticipated 25 basis point rate cut, with all major U.S. stock indices closing at new highs and small caps outperforming. Despite persistent inflation and labor market concerns, retail sales remained strong and bond yields rose modestly, reflecting cautious optimism. Uncertainty around future Fed policy and ongoing trade negotiations may drive volatility in the weeks ahead. Read this week’s market perspective for more key insights and let’s discuss any potential impacts to your portfolio.

09/18/2025

With some future tax planning, you can start enhancing your after-tax returns and maximizing your long-term income. Talk to me to learn how.

If you’re evaluating a job offer, consider more than the salary or hourly rate. What’s the value of the overall package?...
09/18/2025

If you’re evaluating a job offer, consider more than the salary or hourly rate. What’s the value of the overall package? How can it help you move toward your financial goals? Let’s connect about what’s next in your journey.

09/15/2025

The Consumer Price Index rose while producer inflation cooled, and jobless claims hit a four-year high, highlighting economic crosscurrents. Bond yields dropped and stocks climbed to record highs, driven by hopes of Fed easing and robust AI-driven growth in the tech sector. Gold surged to new highs and market sentiment remained bullish, with investors anticipating monetary policy support despite lingering uncertainty. Stay informed with this week's market snapshot.

09/08/2025

U.S. jobs data came in much weaker than expected, pushing unemployment to its highest level since 2021 and fueling speculation about imminent Fed rate cuts. Treasury yields dropped, gold hit record highs, and equity markets saw sharp swings, especially in mega-cap tech stocks. Investors are now watching upcoming inflation data and Fed decisions, with volatility likely to remain elevated.

Check out this week’s market perspective to catch the highlights.

09/04/2025

Simple money moves like delaying Social Security can add up to more income later in life. Let’s talk about how to start optimizing your earnings today.

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may ...
09/04/2025

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may be the perfect time to get started.
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09/03/2025

Markets paused after reaching new highs, with AI stocks like NVIDIA facing muted reactions despite strong earnings. Inflation edged higher and rate-cut expectations grew, sparking renewed interest in small caps and cyclical sectors. As volatility returns for September, investors are reassessing portfolios amid resilient economic data and expanding opportunities across asset classes. Learn more with this week’s market perspective and let’s discuss the key takeaways.

08/25/2025

Markets rallied late last week after Fed Chair Jerome Powell signaled at Jackson Hole that a rate cut could come as early as September, boosting investor confidence. The S&P 500 ended modestly higher despite earlier weakness, while bond yields fell as futures priced in two cuts this year. Economic data was mixed, and retail earnings underscored resilient consumer spending, though inflation and labor market risks keep volatility on the radar. Check out this week’s market perspective for a detailed breakdown and more key insights.

Back-to-school can be an expensive time! Use these tips to shop smarter and teach your kids valuable money skills.
08/21/2025

Back-to-school can be an expensive time! Use these tips to shop smarter and teach your kids valuable money skills.

Discover four steps for helping turn sudden financial gains into lifelong wealth and security.https://bit.ly/3HxJuGr
08/21/2025

Discover four steps for helping turn sudden financial gains into lifelong wealth and security.
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