Blog
What’s on our mind? You can read about it in our blog. One of our core values is that "we take the time to educate" and that's what we plan to do here. Whether it’s the latest news on the markets, divorce tips, emerging trends or news from the office, you can read about it here.
The Debt Ceiling and Your Portfolio
In their latest commentary, the Cetera Investment Management Team answers some questions regarding the debt ceiling debates in Washington. The Treasury has been using “extraordinary measures” to continue paying government...
Read MoreRipples of Fed Tightening Being Felt
In their latest commentary, the Cetera Investment Management Team explains the two California bank closures. Unlike 2008, these were liquidity events and not solvency events. These banks were unique in that their customer bases were...
Read MoreIdentity Theft Awareness Week
January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...
Read More8th Year of Distinction
We are excited to share in Amy's recognition for her accomplishments!2023 marks the eighth year Amy has won the Five Star Wealth Manager award! This distinction is awarded to wealth management professionals who show...
Read More2023 Market Outlook: Low Expectations Are Easier to Beat
Cetera Investment Management is pleased to release its annual Market Outlook for 2023 titled, "Low Expectations Are Easier to Beat." In this outlook, they discuss while they expect volatility to remain in both stocks and bonds, stocks...
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Series I Bonds
Series I Savings Bonds have been drawing more attention during this period of inflation, and for good reason. So just what is an I Bond and why is everyone talking about this once lesser-known investment?
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A little retail therapy
How we shop has evolved over time, but retail continues to drive the economy. Read this commentary from Cetera Investment Management to find out if consumer spending will heal our current economic woes.
Read MoreMarket Got You Down?
Like many, you may be a little anxious. While we can’t predict the future, I can tell you that the best approach to market volatility is to focus on what we can control: staying calm and focusing on your goals.
Read MoreFreeze your credit!
When you think of freezing, credit may not be the first word that comes to mind. But knowing how to freeze your credit can prevent you from pain even worse than frostbite: identity theft. Check out the following article from Forbes to...
Read MoreHave you watched Shark Tank lately?
I love it because it is real people trying to start or grow a small business. I was invited to co-author a book with Kevin Harrington, who was an original Shark on Shark Tank. Mark Cuban now sits in the seat that Kevin filled for 175...
Read MoreAmy interviewed by original Shark, Kevin Harrington
Kevin Harrington, the original Shark on ABC TV's Shark Tank interviewed Amy for his Business Icons show, where they highlighted her first book Ultimate Women’s Financial Guide to Survive Thrive After Divorce. Check it out!
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