You bring the dreams. We’ll build the strategy. ceteraholdings.com/
Joined October 2013
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- Following 1,056
- Followers 3,939
- Likes 3,947
1,829 Photos and videos
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-do…
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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
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Cetera Financial Group retweeted
3 Dec 2025
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.
3 Dec 2025
.@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 multiple expansion” and thinks that 2026 returns will only be in the single digits.
However, he expects AI and technology to remain bullish. Another favored sector is healthcare.
For more: schwabnetwork.com/?CID=SM:Tw…
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28 Oct 2025
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
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25 Sep 2025
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
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5 Sep 2025
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/ceterafinancia…
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Cetera Financial Group retweeted
18 Aug 2025
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
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15 Jul 2025
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
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Cetera Financial Group retweeted
23 Jun 2025
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
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24 Jun 2025
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-new…
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14 Jun 2025
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.
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12 Jun 2025
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
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2 Jun 2025
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-insi…
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27 May 2025
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-insi…
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20 May 2025
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
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19 May 2025
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-insi…
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17 May 2025
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
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15 May 2025
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
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12 May 2025
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
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