Summit Financial Networks

A big Summit welcome to John Sloop, John Black III, and the team at Palmetto Investment Consultants! We're honored they've chosen Summit and Cetera for the next phase of their growth journey. Here's to great partnerships, exceptional client service, and continued success. Welcome to the family! 🎉

https://www.prnewswire.com/news-releases/cetera-welcomes-john-sloop-john-black-and-palmetto-investment-consultants-overseeing-approximately-305-million-in-aua-302888384.html

The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the health of corporate America.
In this week's , CIO Gene Goldman discusses earnings expectations, the sectors driving recent growth, and key areas to watch as companies begin reporting quarterly results.

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Financial Watch here:

Financial Watch | September 2026 When you know where your money is going, it can be easier to make sure it's going toward the things that matter most to you. In this month's Financial Watch,…

Could the Fed pull the trigger on another rate hike?
Inflation pressures remain elevated, so will be watching Wednesday's FOMC meeting closely.
Chief Market Strategist Brian Klimke discusses what the Fed is expected to do, why inflation remains a challenge, and what bond markets are signaling for the year ahead in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Retire Wise here:

Retire Wise | September 2026 For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

August 2026 Monthly Recap U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

We're proud to welcome Severn Wealth Management to Summit Financial Networks.

For nearly four decades, Steven Roth and Wilson Phipps have built a practice rooted in trust, long-term relationships, and putting clients first. Joined by Brian Phipps and Maggie Phipps, the team has created a culture that treats clients like family and focuses on helping them navigate life's most important financial decisions.

We're honored they chose Summit and Cetera Financial Group for their next chapter and look forward to supporting their continued growth, serving their clients, and building for the future together.

Please join us in welcoming the Severn Wealth Management team to the Summit community. 🎉 🚀

https://www.prnewswire.com/news-releases/cetera-welcomes-former-commonwealth-team-severn-wealth-management-overseeing-approximately-160-million-in-aua-302860568.html