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.
Commentary | 3.3.26 | Why Volatility Is Rising and Why Discipline Still Matters
Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In the Cetera Investment Management Team's latest commentary, they unpack what’s behind the recent market reaction, why volatility may...
Read More2026 Annual Outlook | Economic Resilience Meets Elevated Expectations
Cetera Investment Management is pleased to release its annual Market Outlook for 2026 titled, "Economic Resilience Meets Elevated Expectations." As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal...
Read MoreUse Doubt to Defeat Scammers
We recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con transpired over several hours, but it began with a phone call from a "trusted" retailer's...
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Your Security Online: Online Shopping
If shopping without braving crowds and weather sounds attractive, you’re not alone—the amount of shopping done online is constantly going up. And as you can imagine, when online shopping increases, online fraud does, too....
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The Haunted Housing Market
Cetera Investment Management goes six feet deep into the foundation of housing for their Halloween special commentary, “The Haunted Housing Market.” Many homeowners still have nightmares from the Great Financial Crisis...
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Geopolitical Risks Increase with Israel-Hamas War
In their latest commentary, the Cetera Investment Management Team discusses the Israel-Hamas War and potential investment implications. Past stock market reactions to war and crisis events have been muted and depend on many factors....
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The Travel Recovery: It's Been a Long, Strange Trip
Join Cetera Investment Management for a journey through the travel economy in their latest commentary, “The Travel Recovery: It’s Been a Long, Strange Trip.” There is plenty of adventure, as well as potential clues...
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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