Jim D'Ambrosio RICP CPFA /Wealth Manager- Cetera Investors

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise 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...

06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

06/05/2026

Christian Mitchell (President, Cetera Solutions) was on the main stage this week at BNY INSITE for the panel discussion "Turning INSITE into Impact: The New Playbook for Wealth Management Leaders."

Christian shared how AI is becoming a growth lever for advisors, not just an efficiency play, and why flexibility and optionality are shaping the future of how advisors run their businesses. The pace of change isn't slowing down, and the firms that thrive will be those with the clarity to act decisively.

06/02/2026

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

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

“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...

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...

05/29/2026

Meet the financial advisors shaping the future of wealth management! This year's Cetera Foundations event brought 29 rising stars to St. Paul, MN for an immersive three-day experience built around one goal: giving the next generation of advisors the tools, confidence, and community to thrive.

Representing three Communities and six regions of Cetera, these early-career professionals tackled everything from growth planning and accountability to the practical skills that build lasting client trust.

The future of this industry is in good hands – and we couldn't be more proud to help shape it.