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Cornerstone Wealth Group Financial Advisor helping business owners & families build tax-efficient wealth, reduce risk, and create reliable retirement income.

Investment Adviser Representative offering advisory services and securities through Cetera Advisors LLC, a Broker-Dealer and Registered Investment Advisor, member FINRA | SIPC. Cetera is under separate ownership from any other named entity.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“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...

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investo...
10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“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 Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:
10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations...
09/29/2026

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.

In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…

A busy week of economic data could have major implications for markets.In this week's episode of , Brian Klimke breaks ...
09/28/2026

A busy week of economic data could have major implications for markets.
In this week's episode of , Brian Klimke breaks down the key reports investors will be watching, including Friday's nonfarm payrolls report, wage growth, PCE inflation data, and ISM Manufacturing.
With markets focused on both Federal Reserve policy and rising long-term Treasury yields, stronger economic data could reignite concerns about inflation and higher rates.

“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...

Explore SEP, SIMPLE, Solo 401(k), and cash balance plans for small business owners—plus key tradeoffs and steps to choos...
09/21/2026

Explore SEP, SIMPLE, Solo 401(k), and cash balance plans for small business owners—plus key tradeoffs and steps to choose wisely.

Compare SEP IRA, SIMPLE IRA, Solo 401(k) and 401(k) plans. Understand the tradeoffs and costs, and get clear next steps to choose the right plan for your business.

The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the healt...
09/21/2026

The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the health of corporate America.
In this week's , CIO Gene Goldman discusses earnings expectations, the sectors driving recent growth, and key areas to watch as companies begin reporting quarterly results.

“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:
09/17/2026

Read the latest issue of Financial Watch here:

When you know where your money is going, it can be easier to make sure it's going toward the things that matter most to you. In this month's Financial Watch,…

Could the Fed pull the trigger on another rate hike?Inflation pressures remain elevated, so will be watching Wednesday's...
09/14/2026

Could the Fed pull the trigger on another rate hike?
Inflation pressures remain elevated, so will be watching Wednesday's FOMC meeting closely.
Chief Market Strategist Brian Klimke discusses what the Fed is expected to do, why inflation remains a challenge, and what bond markets are signaling for the year ahead 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...

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2106 E. State Highway 114 Ste. 101
Southlake, TX
76092

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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