Egan, Berger and Weiner, LLC - Financial Planning

11/03/2026

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

October was volatile for equities. Both the tech-heavy Nasdaq Composite and the S&P 500 reached new all-time highs but closing the month well below their…

11/03/2026

It’s Election Day! 🇺🇸 Have you voted yet?

Every vote matters, and today is your chance to be heard. Poll workers are ready and waiting, so grab a friend, head to the polls, and cast your ballot!

Not sure where to go? Find your polling place at vote.org.

11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days 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...

10/30/2026

Wishing you a spook-tacular Halloween filled with treats, tricks, and lots of eerie fun!

10/27/2026

🎂 Japan just crossed a milestone: for the first time, more than 100,000 people there are age 100 or older.

According to the country's Health and Welfare Ministry, Japan now counts 107,677 centenarians, up nearly 8,000 from the year before. Almost 88 percent are women. The country's oldest resident, Kyoto's Fuyo Kishimoto, recently turned 114.

🎌 Officials point to progress in medical care, along with healthier lifestyles and diet, as part of what's driving the trend. And Japan isn't alone; life expectancies have been rising in many countries over the past several decades.

It's a good reminder of how many more years many of us may be around for, and why that's worth factoring into conversations about the road ahead, from healthcare to how a longer stretch of years gets supported financially.

That's exactly the kind of long-term thinking we like to talk through together.


Source:

The number of people aged 100 or older in Japan has surpassed a record 100,000 this year. The latest figures from Japan's government underscore the country’s rapid aging and population decrease.

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

10/25/2026

🍂 Enjoy the Holidays Without Overspending

The holiday season is just around the corner, bringing plenty of opportunities to celebrate, connect with family and friends, and make memories. It can also bring extra expenses.

In his latest blog, Douglas Dañosos shares practical October budgeting tips to help you plan for seasonal spending, create a realistic holiday budget, and keep your financial goals in focus as the year comes to a close.

A little planning now can help you enjoy the celebrations while keeping your finances organized.

📖 Read Doug’s latest blog: https://www.ebwllc.com/blog/october-financial-check-in-enjoy-the-holidays-without-overspending

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/22/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

10/21/2026

🐾 A day of giving back, with plenty of four-legged friends! 🐶🐱

The EBW team spent a wonderful day volunteering at of Homeless Animals (FOHA), spending time with dogs and cats who are waiting to find their forever homes.

We loved the opportunity to give back and show some extra love to these deserving animals. ❤️

Are you thinking about adding a furry friend to your family? Consider adopting or fostering through FOHA. If you’re not in the area, reach out to your local animal shelter to see how you can help.

Every animal deserves a loving home. Adopt, don’t shop! 🐾