Broker Check

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Perspective on the markets, investments, and wealth management

Tuesday, February 6, 2024

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...

Friday, January 19, 2024

If 2022 was a year in which nothing went well for investors, 2023 became a year where most investors could hardly do anything wrong. A moderate portfolio mix of 60% stocks and 40% bonds is on track to return around 17% this year after...

Wednesday, May 18, 2022

The markets have experienced volatility unlike anything we have seen in the recent past. This volatility is due to a constant barrage of headlines. When we face turbulent markets, the best thing to do is focus on what we know.

Friday, March 4, 2022

Wednesday, December 29, 2021

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Wednesday, December 29, 2021

Friday, December 10, 2021

Friday, October 22, 2021

In their latest commentary, the Cetera Investment Management Team discusses "Trick or Treating on Wall Street." Are you spooked by stocks or frightened of fixed income? Count Stockula and the Bond Reaper are known to emerge from the...

Thursday, October 14, 2021

In their latest commentary, the Cetera Investment Management Team discusses inflation and what it means for portfolios. Many investors are fearing rising inflation, but should they? They answer this question along with other common...

Monday, September 27, 2021

Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...

Tuesday, September 21, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market volatility. Throughout most of 2021, U.S. equities have risen despite a growing list of concerns. With the S&P 500...

Friday, September 17, 2021

It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective.Such is the case with August’s jobs numbers from...

Thursday, September 9, 2021

Today's debt levels, low bond yields and trends look a lot like the 1950s. Read up on the parallels and how current trends could play out. Click Here for the Whole Report

Wednesday, August 25, 2021

Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry...

Monday, August 23, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market volatility. They continue to see primary risks facing investors including peak economic growth, inflation less transitory than the Fed...

Friday, July 23, 2021

Growing Concerns Around Delta Variant Rattle Markets• Equities sell off on Delta variant concerns.• Though the Delta variant is a risk, it is a low risk to the economy and markets.• Instead, we see greater risks around...