Isaac Jordan Financial Advisor

09/09/2025

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-september2025

09/08/2025

With a September rate cut all but certain, this week’s CPI report could be key in shaping what the Fed does next. Join CIO Gene Goldman on this week’s episode of as he breaks down the Fed’s dual mandate, what recent labor market weakness means for policy, and how inflation data could impact future rate cut expectations.

“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...

09/03/2025

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

U.S. stocks ended broadly higher in August, with the S&P 500 posting its fourth consecutive monthly gain and registering five new 2025 all-time highs during the month. Notably, the small-cap-focused Russell 2000 had its best month since last November, widely exceeding the S&P 500’s performance by ...

09/02/2025

The jobs report this Friday could be critical in reshaping the Fed’s next move. Join CIO Gene Goldman on this week’s episode of as he breaks down what to expect from non-farm payrolls, how the labor market is holding up, and what it all means for interest rates and investor sentiment.

“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...

08/25/2025

Last week, Fed Chair Jay Powell signaled a potential rate cut at the September meeting – but could more be on the horizon?

Join CIO Gene Goldman, CFA on this week’s episode of as he breaks down how the upcoming PCE Deflator report might indicate the Fed’s next move, especially in light of mixed signals from recent CPI and PPI data.

“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...

08/21/2025

From driverless cars to declining demand for entry-level tech roles, artificial intelligence is reshaping the labor market faster than ever. In 's latest commentary, they explore how AI, demographics, and productivity trends are transforming the workforce—and what it means for investors. Read now:

From driverless cars to declining demand for entry-level tech roles, artificial intelligence is reshaping the labor market faster than ever. In our latest commentary, we explore how AI, demographics, and productivity trends are transforming the workforce—and what it means for investors.

08/21/2025

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-august25

08/18/2025

With Fed Chair Jay Powell set to speak at the Fed’s Jackson Hole Symposium this Friday, markets are watching closely for clues on interest rates, inflation, and central bank independence. Join CIO Gene Goldman on this week’s episode of as he breaks down the three key points Powell is likely to address—and what it could mean for investors.

“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...

08/12/2025

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-august25

08/11/2025

With markets focused on this week’s CPI report, inflation may be about to surprise — and not in the way investors hope. Join CIO Gene Goldman on this week’s episode of as he breaks down why CPI could come in hotter than expected, what that means for Fed policy, and how it could impact market sentiment.

“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...

08/05/2025

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

U.S. stocks ended higher in July, with the S&P 500 up a third straight month, its longest winning streak since last September, while the Nasdaq Composite outperformed for a fourth consecutive month. Both indices set a flurry of performance milestones, although each ended July just below their intra-...

08/04/2025

Three major surprises last week — inflation data, new tariffs, and a weak jobs report — may have just shifted the Fed’s path. Join CIO Gene Goldman on this week’s episode of as he breaks down what it all means for interest rates, market sentiment, and what to watch next.

“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...