Fox Wealth Management Group

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

2026 Third Quarter Recap Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

As your retirement runway shortens, thoughtful giving starts with a plan. Use these tips to figure out how to live generously without derailing your retirement.

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Did you know your Social Security benefits are based on your highest 35 years of earnings? That means increasing your income in your remaining working years can help replace lower-earning years and boost your future benefits.

Money Myth: You Can’t Bounce Back from Retirement Setbacks Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.

The Temperamental Era Hits Stocks, Too In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…

A busy week of economic data could have major implications for markets.
In this week's episode of , Brian Klimke breaks down the key reports investors will be watching, including Friday's nonfarm payrolls report, wage growth, PCE inflation data, and ISM Manufacturing.
With markets focused on both Federal Reserve policy and rising long-term Treasury yields, stronger economic data could reignite concerns about inflation and higher rates.

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...

Is there a role for both active and passive investments in your portfolio?

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College, kids and costs.

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Preserving wealth is about more than protecting dollars; it’s about creating habits that allow your resources to endure and serve a purpose. These six practices can support you in preserving and extending your wealth across generations.

6 Habits to Help Preserve and Encourage Generational Wealth Six essential financial habits to protect wealth and create a legacy that lasts for generations.

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...

Max out your 401(k), rebalance your portfolio, and review your insurance—small year-end moves can make a big impact on your retirement.

Year-End Moves to Help You Prepare for Retirement Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.