Cetera Financial Group @CeteraFinancial
You bring the dreams. We’ll build the strategy. https://t.co/ipppGD1YFr cetera.com California, USA Joined October 2013-
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Amid the recent surge in transportation stocks, our CIO @GeneGoldman shared with @MarketWatch how strength in the sector may signal broader economic resilience even as overbought conditions could point to a potential pullback. Read more here: marketwatch.com/story/the-dow-…
As the first guest in 2026 on Worldwide Exchange (@CNBCWEX), @CeteraFinancialGroup CIO @GeneGoldman sat down with @LesliePicker of @CNBC to discuss the three primary investment themes for 2026. Watch the full segment here: bit.ly/49iMikC
Our CIO @GeneGoldman sat down with Nicole Petallides (@NPetallides) from @SchwabNetwork to discuss the economy, equities, and which investment will likely play this holiday’s potential Grinch.
.@GeneGoldman sees a low probability of a Santa Claus rally this year, saying that “we have a terrible market backdrop” as bitcoin, $BTC, drives markets lower, the Federal Reserve turns hawkish and inflation persists. He tells @NPetallides that he sees “very little room for
Just launched! Built by @ceteraIM and offered via Envestnet’s Private Wealth platform, Cetera Private Wealth Portfolios combine rigorous, institutional-grade portfolio construction with tailored overlays that can address many complex client needs: bit.ly/4302V22
The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, continues to grow with purpose. TRPG has closed its acquisition of HMC Partners, a Greensboro, North Carolina-based wealth management firm serving more than 500 households. Read more: bit.ly/3KhECpX
We’re sharing the insightful, engaging content you’ve come to expect from Cetera on our new Instagram profile! Follow us to keep up with the people, purpose and passion that make Cetera an industry leader: instagram.com/ceterafinancial
The Fed’s dual mandate of price stability and maximum employment is pulling in opposite directions. With cracks in the labor market emerging, a rate cut in September looks more likely. Read our latest Fed Monitor for more insights: cetera.com/fed-o-meter
Cetera is redefining retirement income planning through a new joint venture with Advanced Time Segmentation™. This AI-powered software equips Cetera advisors with exclusive tools to build tailored strategies – quickly, intuitively & with precision: bit.ly/4nPJcLa
Featured today on @SchwabNetwork, @GeneGoldman challenges the fear-driven narrative around market dips. Despite geopolitical tensions and uncertainty around Fed rate cuts, he remains optimistic about the S&P 500’s trajectory. His advice? “Buy the dip” in sectors poised for long-term growth. Watch here: bit.ly/40kvIwN
CEO Mike Durbin shares with @wealth_mgmt how Cetera is reshaping the advisor experience with our new multi-model RIA approach that supports every stage of an advisor’s journey, empowering them to evolve within the community-focused Cetera ecosystem: wealthmanagement.com/ibd-news/ceter…
When national media outlets need trusted commentary on economic news, they know who to rely on: Cetera CIO @GeneGoldman. Between May 1, 2024-May 1, 2025, his insights were featured in 750 pieces of coverage - largely outpacing any CIO in wealth management during that timeframe.
Welcome, Los Angeles Federal Credit Union! Joining Cetera from LPL’s CUSO Financial Services, LAFCU Wealth Management is strengthening its commitment to delivering toptier investment services that empower members to reach their financial goals. Read more: bit.ly/4mPLedM
This week’s payroll report provides the first full month look at tariff's effect on the economy. Join CIO @GeneGoldman on this week's #TheWeekAhead as he breaks down expectations, market reactions and why this report could offer key insights for investors. cetera.com/research-and-i…
After a strong rebound from April’s selloff, rising bond yields could bring higher borrowing costs, shifting investor sentiment, and pressure on stock valuations. Join CIO @GeneGoldman on #TheWeekAhead as he breaks down 3 key events that could shape rates. cetera.com/research-and-i…
Interest rates are likely to stay unchanged for the foreseeable future as the Fed is opting for a wait-and-see approach until there is greater clarity on the impact of tariffs on the broader economy. Check out the @CeteraIM Fed Monitor for more insights: cetera.com/fed-o-meter
Is a recession on the horizon? Recent data points to an economic slowdown, fueling market uncertainty. But CIO @GeneGoldman remains optimistic. Tune in to #TheWeekAhead as he breaks down 3 reasons he doesn't expect a recession anytime soon. cetera.com/research-and-i…
Driving scalable growth for our advisors is a priority at Cetera. Check out this article from @wealth_mgmt that touches on how Cetera advisors can now take advantage of @JumpAdvisorAI's meeting assistant to help streamline advisor workflows: bit.ly/3GSjqVK
In this @Citywire article, President of Cetera Wealth Management Todd Mackay shares more about how our structure enables us to deliver the right solution to the right advisor at the right time: bit.ly/4mjogeG
This week, we’ll see our first inflation readings since tariffs took effect. Join CIO @GeneGoldman on #TheWeekAhead as he explains why inflation may come in higher than expected – and what that could mean for a potential Fed rate cut. bit.ly/3Svncqr
Cetera Investment Man... @ceteraIM
3K Followers 680 Following Cetera Investment Management LLC, owned by @CeteraFinancial, provides market perspectives, portfolio guidance & other investment advice to its affiliated firms.
Gene Goldman, CFA @GeneGoldman
2K Followers 1K Following Gene Goldman is Chief Investment Officer for Cetera Investment Management (CIM) (@CeteraIM). CIM is owned by @CeteraFinancial. Boston native.
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Cetera Investment Man... @ceteraIM
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2K Followers 1K Following Gene Goldman is Chief Investment Officer for Cetera Investment Management (CIM) (@CeteraIM). CIM is owned by @CeteraFinancial. Boston native.
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