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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along

Tuesday, February 7, 2023

In their latest commentary, the Cetera Investment Management Team discusses some potential reasons to be cautious despite the recent market rally.  CLICK TO READ As always, please reach out to the office if you have any questions.

Monday, January 30, 2023

This week may be one of the most important weeks for market direction. Cetera's Chief Investment Officer Gene Goldman dives into three key pieces of data including the ISM PMI reports, the payroll report, and the upcoming Fed...

Friday, January 27, 2023

Weekly RecapJanuary 16-20, 2023 RecapS&P 500 Posts First Weekly Loss of 2023Stocks Cap Mixed Weekly ResultsU.S. stocks rallied strongly on Friday, led by strong gains in the tech sector but the benchmark S&P 500 finished fractionally...

Tuesday, October 25, 2022

Weekly RecapOctober 17-21, 2022 RecapInvestor Optimism GrowsStocks ReboundCorporate earnings and comments from Federal Reserve officials were the focus last week. Thus far, just over 20% of the S&P 500 companies have released earnings...

Thursday, May 5, 2022

As we enter the next phase of the expansion, we try to quantify metrics the Federal Reserve uses to gauge the health of the economy. Here is Cetera Investment Management’s latest Fed-O-Meter used to determine if the Fed is being more dovish

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Tuesday, April 19, 2022

The Federal Reserve, in recent years, has been committed to being open about its policy on interest rates. And that commitment was on full display in recent weeks. In an early April speech, Fed Governor Lael Brainard said the central bank

Wednesday, January 19, 2022

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market volatility driven primarily by rising bond yields and a more hawkish Fed. With the move higher in bond yields, expensive high-multiple...

Tuesday, January 4, 2022

Weekly Recap December 27-31, 2021 Recap Stocks Break Weekly See-Saw Trend S&P 500 Sets 70th Record HighU.S. equity averages returned to gains again last week as investors cheered indications that omicron infections may be peaking in...

Monday, December 20, 2021

Cetera Investment Management is pleased to release its annual Market Outlook for 2022 titled, "Finding the Right Ingredients for the Next Course.” In this outlook, we discuss the economic recovery and how the Fed will likely...

Tuesday, December 14, 2021

Weekly Recap December 6-10, 2021 Recap Strong Weekly Gains S&P 500 Finishes at New RecordThe S&P 500 closed out a strong week at a new all-time high as investors shrugged off November’s hot consumer inflation report that was...

Tuesday, December 7, 2021

Weekly Recap November 29 - December 3, 2021 Recap Volatility Returns Stocks Weaken Second WeekAll three major U.S. equity indices ended lower Friday, with the S&P 500 suffering its second consecutive week of losses. Downside catalysts...

Monday, November 22, 2021

Weekly Recap November 15-19, 2021 RecapEquities Trade Near Record HighsStocks ReboundLarge cap stocks climbed fractionally to erase a prior week loss. Investors welcomed solid earnings from major retailers and a strong 1.7% October...

Tuesday, November 9, 2021

Weekly Recap November 1-5, 2021 RecapEquities Cap Fifth Straight Weekly GainMelt-Up Momentum ContinuesAll three major U.S. equity indices rose to fresh all-time highs on Friday, capping a fifth straight weekly gain. This marks the...

Tuesday, November 2, 2021

Weekly Recap October 25-29, 2021 RecapEquities Cap Fourth Straight Weekly GainEarnings Season Continues StrongU.S. stocks climbed the last week in October, with the S&P 500 notching its longest weekly winning streak since April....

Monday, October 25, 2021

Weekly Recap October 18-22, 2021 RecapEquities Cap Third Weekly GainEarnings Season Continues StrongU.S. stocks climbed higher last week with the broad-market S&P 500 posting a third weekly gain. Equity appetites were bolstered on...

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 21, 2021

What Does Your Credit Score Say About Your Financial Health?Your credit score, the three-digit number lenders use to help measure your credit worthiness, has the power to save—or cost you—thousands of dollars in interest...

Tuesday, October 5, 2021

Weekly Recap September 27 - October 1, 2021 RecapLargest Weekly Pullback in Seven MonthsStocks Down Third Week in FourDespite a Friday bounce back above its 100-day moving average, the S&P 500 posted its largest weekly loss in...

Thursday, September 30, 2021

Cetera Investment Management has released its 2021 Fourth Quarter Outlook. In this outlook, they discuss growing risks in the economy, equity markets and bond markets. Many equity investors are looking at the growing risks and...

Wednesday, September 29, 2021

Weekly Recap September 20 - 24, 2021 RecapEquities Gain Despite Chinese AngstStocks Post Winning WeekDespite the turmoil in global markets last week, all three major U.S. equity indexes ended positive on the week, albeit fractionally....

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...

Tuesday, September 21, 2021

Weekly Recap September 13 - 17, 2021 RecapModest Declines In Equity MarketsNarrow Losses for StocksThe three major U.S. equity indexes all had modest weekly declines with the Dow Jones Industrial Average not able to eke out a gain....

Thursday, September 16, 2021

How Technology Is Making It Easier and More Cost Effective for Retirees to Age in PlaceAccording to a recent national survey, 90% of adults, age 50 or older, say they want to remain in their current homes as they age. The survey also...

Tuesday, September 14, 2021

Weekly Recap September 7 - 10, 2021 RecapEquities BackpeddleStock Indexes End LowerAll three major U.S. equity indexes posted their largest weekly declines since around mid-June as investors trimmed profits amid the latest economic...

Tuesday, August 31, 2021

Weekly Recap August 23 - 27, 2021 RecapEquities Climb on Dovish Taper ToneThree Record Highs Last WeekAll three U.S. major equity averages finished higher last week with the S&P 500 posting three new record highs and closing...

Tuesday, August 24, 2021

Weekly Recap August 16 - 20, 2021 RecapEquities Give Back GainsStocks Fall First Week in ThreeAll three U.S. major equity averages declined last week as investors grew worried that the Fed’s potential move to begin withdrawing...

Friday, August 13, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Thursday, August 5, 2021

Weekly Recap July 26 - 30, 2021 RecapParing Record HighsStocks Nudge LowerAll three major U.S. equity indices got haircuts last week, with the S&P 500 fluttering near record highs on Friday but reversed gains to close out the week...

Monday, July 19, 2021

Weekly Recap July 12 - 16, 2021 RecapDelta Variant, Inflation Weigh on StocksEquities Decline from Record LevelsAfter finishing the prior week at all-time highs, all three major U.S. equity indices finished this past week lower....

Friday, July 2, 2021

Quarterly Recap Market Indices At-A-Glance The S&P 500 ended the second quarter with its best first half (YTD) performance since 2019. Stocks are now in the second year of a bull market.In June, the Dow Industrials crept just 0...

Tuesday, June 29, 2021

Weekly Recap June 21-25, 2021 RecapInfrastructure Plans Boost OptimismFrom Worst to BestU.S. equities rebounded last week with the S&P 500 transitioning from its worst week since January to its best week since February. Risk-on...

Wednesday, June 23, 2021

Cetera Investment Management has released its 2021 Midyear Outlook. In this outlook, they discuss the economy hitting its peak growth rate this quarter and investor enthusiasm around that growth, including the prospects for...

Tuesday, June 22, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market weakness caused by the Fed pivoting from a dovish to a more hawkish stance. CLICK TO READ As always, please reach out to the...

Monday, June 21, 2021

Weekly Recap June 14-18, 2021 RecapTaper Talk Rattles StocksS&P 500 Loses the Most Since FebruaryLast week, U.S. equities were lower with the S&P 500 logging its worst week since February after a 1.3% decline on Friday. Equity...

Monday, June 14, 2021

Weekly Recap June 7-11, 2021 RecapBrushing Off InflationBenchmark Stocks Rise Third WeekThe S&P 500 clinched a third straight weekly gain after closing at successive all-time record highs on Thursday and Friday. Stocks have traded...

Tuesday, June 8, 2021

Weekly Recap May 31-June 4, 2021 RecapStocks Rise, Nearing Record HighsEquities Rebound Second WeekThe S&P 500 rose to within a whisper of its May 7 all-time high as Friday’s jobs data boosted recovery confidence while a...

Wednesday, June 2, 2021

Weekly Recap May 24-28, 2021 RecapPCE Inflation Jolts HigherBenchmark Equities ReboundThe broad market S&P 500 posted robust gains last week, rebounding from two weekly losses and closed out the month just 0.8% below its 4,232...

Thursday, May 27, 2021

Time to lace up! Celebrate Global Running Day on June 2 as we look at different ways running can teach us about investing. (You won’t even break a sweat—unless you’re reading on the treadmill). The latest commentary...

Tuesday, May 25, 2021

Weekly Recap May 17-21, 2021 RecapInflation Angst ContinuesBenchmark Equities Slip Second WeekThe S&P 500 fell fractionally last week, capping its first back-to-back weekly loss since late February as investors continued to fear...

Tuesday, May 25, 2021

Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...

Wednesday, May 19, 2021

A cyberattack shut down a major gas and energy pipeline supplying the East Coast of the United States for several days. The actual pipelines themselves are still functional and have since started running again, but it’s led to...

Wednesday, May 5, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

Wednesday, May 5, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

Monday, April 26, 2021

In their latest commentary, the Cetera Investment Management team discusses the economic recovery and the Biden administration’s first 100 days. Both have been successful but will likely face tougher challenges ahead. CLICK TO...

Thursday, April 22, 2021

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...

Wednesday, April 21, 2021

Weekly Recap April 12-16, 2021 RecapEquity Momentum ContinuesStocks Climb Fourth Straight WeekThe S&P 500 extended gains into a fourth straight week, backed by a strong start to the first quarter earnings season and...

Friday, April 16, 2021

It can be exhausting trying to keep up with the whims of Wall Street.Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead.Wall Street’s focus on...

Monday, April 12, 2021

Strong economic data and a resurgent technology sector propelled stocks to solid gains last week.The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The tech-heavy Nasdaq...

Friday, April 9, 2021

In a speech to the Chicago Council on Global Affairs, U.S. Treasury Secretary Janet Yellen has called for a minimum corporate income tax that would be shared by countries all over the world.1The decrease of corporate tax rates around...

Thursday, April 8, 2021

Reduce Your Credit Card Debt Credit card debt doesn't have to keep you from fulfilling your financial goals. Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually...

Wednesday, April 7, 2021

4 Estate Planning Documents You Can't Live (Your Best Life) WithoutOften, people view estate planning through a narrow lens, thinking it’s only about what happens to their property and assets after they’re gone. While the...

Tuesday, April 6, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...

Monday, April 5, 2021

Weekly Recap March 29 - April 2, 2021 RecapEquity Indices Extend All-Time HighsStocks Climb Second WeekU.S. stocks extended gains last week amid expectations for a solid March payrolls report that was indicated higher by the largest...

Monday, April 5, 2021

In their latest commentary, the Cetera Investment Management team discusses the recent infrastructure proposal, why it will likely take longer to pass than people expect and the investment ramifications. CLICK TO READ As always,...

Wednesday, March 31, 2021

Weekly Recap March 22-26, 2021 RecapEquities Indices Finish at All-Time HighsStocks ReboundU.S. stocks posted solid gains last week with the Dow Industrials and S&P 500 finishing at new record highs on renewed optimism over...