Blog
This Summer, the horizon is calling
If you feel the open road calling, you’re not alone.Summer is the perfect time to hit the highway, soar on a plane, or kick your feet up on a cruise to an exciting destination. Travel is one of life’s joys, but it is also an expression...
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Financial Literacy
Now is a perfect time to focus on financial literacy—a crucial skill that can help almost everyone.Remember those early money lessons, perhaps with a childhood piggy bank. This is a great opportunity to reflect on how those experiences...
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Financial Watch | February 2026
Whether you plan to complete your tax returns yourself or hand things over to a professional, few people relish the prep work that comes with filing their annual income tax returns. However, there are ways to take much of the pain out...
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National Social Security Month
As we welcome April, the Social Security Administration is marking National Social Security Month. This annual public awareness campaign is a wonderful opportunity to learn about how Social Security works and how to get more info about...
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...
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Retire Wise | December 2025
About six months before historically high gift, estate, and generation-skipping exemption levels were scheduled to expire, legislation changed course. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, made these...
Read MoreNew Retirement Contribution Limits for 2026
The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note. Individual Retirement Accounts (IRAs) IRA contribution limits are up...
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Getting Ready for Tax Season
As tax season approaches, a little early organization may help things feel more manageable. This time of year often brings a steady flow of paperwork, deadlines, and decisions, so this message is simply a supportive reminder to help...
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Warren Buffett on Climbing a Wall of Worry
There is always something to worry about on Wall Street. In fact, there’s even a saying about how stock prices perform when investors are fretting. “Wall Street climbs a wall of worry”—a quote that is often attributed to Warren...
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2026 Federal Tax Updates Announced
When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...
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What's the Outlook for Interest Rates?
The business of making forecasts can be a slippery slope. But some investors are willing to “put their money where their mouth is” when it comes to making predictions about what’s next for short-term interest rates, so it can be...
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The Super Bowl and Your Investments: Lessons in Risk Management
I hope this email finds you well and that you are excited for the upcoming Super Bowl on February 8, 2026. As the pinnacle moment in American sports approaches, it's not just about touchdowns and tackles. The Super Bowl also offers...
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The Fed Cut Rates: What’s in It for Me?
The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?” That’s a fair question, so here are some ideas to consider. First-wave changes: Any loan...
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5 Smart Moves to Preserve and Grow Your Wealth
Year-end planning is a powerful opportunity to make strategic decisions that protect your wealth, reduce your tax burden, and strengthen your legacy. Whether you're focused on investment growth, charitable giving, or estate planning,...
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Year-End Strategies to Protect Your Wealth and Legacy
As the year winds down, it’s the perfect time to take strategic action to preserve your wealth, optimize your tax exposure, and build a lasting legacy. Whether you're focused on growing investments, giving with intention, or preparing...
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How to Drive Financial Momentum into Next Year
Your peak earning years are a powerful time to build financial momentum—but it takes more than income. Strategic planning and informed decisions are key. As the year ends, consider these five areas to strengthen your financial...
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