Market Wealth Management

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Market Wealth Management Empowering our clients to pro-actively prepare today for a better tomorrow. Cetera is under separate ownership from any other named entity.

Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. We are registered to sell Securities in: Arkansas, California, Delaware, Kansas, Missouri, New Hampshire, Nevada, Oklahoma, Oregon, Pennsylvania, Texas, Washington. We are licensed to sell insurance in: Oklahoma, Texas, and Arkansas

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…

10/13/2026

Yvonne Lewis talks about the gap between the image people present and the real life challenges happening behind the scenes. Watch this moment from Episode 2 of HAM Finance Unfiltered OUT NOW

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...

10/06/2026

Yvonne Lewis shares what it’s like to build a counseling practice while staying focused on what matters most: helping people heal. Watch this moment from Episode 2 of HAM Finance Unfiltered OUT NOW!!

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...

10/05/2026

In Episode 2, Holli welcomes licensed professional counselor Yvonne Lewis for an honest conversation about trauma, healing, and the experiences that shape us. Watch the preview, then catch the full episode of HAM Finance Unfiltered.

OUT NOW!!

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...

09/25/2026

What’s one financial lesson you wish someone had taught you earlier?

In this clip from HAM Finance Unfiltered, we look back at some of the money lessons that become a lot clearer with experience. From learning how to manage what you earn to making smarter decisions for your future, sometimes the most valuable financial knowledge comes from simply living through it.

You don’t have to know everything about money to start making better choices, you just have to start somewhere.

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5030 E 101st Street, Ste A
Tulsa, OK
74137

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