Broker Check


Cetera CIO Gene Goldman discusses the current market volatility, how this impacts the 2020 forecast and the importance of diversification

Wednesday, November 29, 2023

Three common types of retirement accounts provided by employers are the Traditional 401(k), Roth 401(k), and After-Tax account.

Tuesday, May 9, 2023

DON'T FEAR A RECESSION. INSTEAD, SEE IT AS AN OPPORTUNITY.Brett R. Jergens,  CFA, CFP®May 08, 2023We thought it would be prudent to discuss and share our thoughts on several market narratives that are gaining traction (at...

Thursday, January 5, 2023

While we expect volatility to remain in both stocks and bonds, stocks have better valuations and bonds have better risk and return characteristics compared to the start of last year.

Monday, December 19, 2022

Understanding Social Security and Medicare. How these programs can fit into your retirement stratagies.

Monday, June 27, 2022

Fed Uncertainty Grows. The S&P 500 went into a bear market, declining more than 20% from its peak. The 10-year Treasury yield jumped over a percentage point this quarter, reaching as high as 3.5%. Bond returns were also negative, as...

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Thursday, June 16, 2022

• The Federal Reserve hiked interest rates by 0.75% for the first time since 1994 to slow inflation. • A Fed policy error could push the economy into a recession. • The initial reaction from markets was positive, but volatility returned

Tuesday, June 14, 2022

• Market sell-off continues as investors sell both stocks and bonds. • Fed comments after their meeting this week are very important for market direction. • Given negative market sentiment, room for positive surprises grows.

Wednesday, May 4, 2022

The broad-market S&P500 index closed out Friday down 13.3%, representing the worst four-month period to start a calendar year since 1939, when it declined 17.3%

Thursday, April 28, 2022

• Volatility is rising again after a pause in late March. • Headwinds for markets include Fed uncertainty, slowing earnings, and the lockdown in China. • Despite these risks, we view the downside as limited from current levels.

Monday, January 10, 2022

Tuesday, August 3, 2021

When will U.S. daily life return to normal? This question has been on my mind a lot lately. I know that we are all concerned about the virus and the new delta variant. Columbia Threadneedle has published the attached piece to help give...

Friday, December 18, 2020

1st Qtr 2021 Outlook

Monday, May 4, 2020


Thursday, March 19, 2020