O'Donnell Wealth Management

Approaching the 60th U.S. presidential election, cuts through the fog of polarization to offer independent market and economic research. The team's latest commentary discusses expectations during this election and the next administration. Read more:

Trump vs. Harris: Navigating the 2024 Presidential Election The latest themed commentary from Cetera Investment Management cuts through the fog of partisanship to focus on what matters as investors navigate the 2024 presidential election. The team provides analysis of key economic policy items for the next administration, reviews past election cycles for ins...

The is shifting from raising rates to cutting them. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains how this week’s key inflation report should help the decide how much they’ll cut.

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...

The ’s next moves are in focus. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses what we can expect to learn from the Fed’s meeting minutes and Chair Powell’s upcoming Jackson Hole speech, and the potential impact on future rate decisions.

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 August issue of Financial Watch here: https://bit.ly/financialwatch-aug24

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-aug24

are trying to figure out how much the will cut rates in September. Join CIO Gene Goldman, CFA, on this week’s episode of as he lays out the data we’ll receive between now and then and how it could help determine that cut.

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...

Market risks were high leading into the sell-off, but now investors may be overlooking a decent servicing PMI reading. Recession risks may be overblown. The latest market commentary from discusses this trend and what it could mean for future investing. Read more:

Recession Fears Put Investors on Edge In this commentary we discuss the continued selloff in U.S. equities. Market risks have been rising and now recession fears stoked by a labor report are causing market volatility. Investors want an intra-meeting rate cut from the Fed but may not get it. We continue to think this pull back could be s...

Risks have increased as U.S. stocks have fallen. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains why a correction is likely – but a bear market is not.

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...

Disappointing economic guidance and an economic growth scare have contributed to the selloff of U.S. equities. The latest market commentary from discusses this trend and what it could mean for future investing. Read more:

Risks: Expectations, Valuations and Concentration In this commentary we discuss the selloff in U.S. equities. Disappointing corporate guidance and an economic growth scare are the primary culprits. Stocks have been due for a pullback on raised expectations, valuations, and concentration. A correction is likely, but not a bear market. Diversificatio...

This Monthly Recap summarizes market performance, major events and news from July 2024. Read more here:

July 2024 Recap U.S. equities were mostly higher in July, marked by heightened volatility and rotational trading. The S&P 500 netted a 1.22% return in July. The techheavy Nasdaq Composite ended slightly negative, down 0.73% while the Nasdaq 100 (the 100 largest stocks in the Nasdaq Composite) fell more than twice....

The meets this week to decide interest rate policy. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains why he’ll be focused on Chairman Jerome Powell’s press conference to address inconsistencies from the Fed’s meeting just a month ago.
https://bcove.video/3ZLBnJB

Smaller cap and value stocks are finally outpacing technology driven growth stocks. Read more about the recent rotation in the latest commentary from . https://bit.ly/4bVgEss

U.S. equities recently experienced the worst week since April. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses the reasons for this recent pullback and why he feels it will be short lived.
https://bcove.video/3ZLBnJB

Read the July issue of Financial Watch here: https://bit.ly/financialwatch-jul24

Millennials are approaching peak earning years while Boomers age into retirement and birthrates decline. Find out how shifting demographics are shaping the economy and what that means for investment opportunities in the latest commentary from . Read more: https://bit.ly/3WlrTWF

Corporate earnings season begins in earnest this week. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses his concerns, especially given the market’s high expectations.
https://bcove.video/3ZLBnJB

Read the latest issue of Retire Wise here: https://bit.ly/retirewise3-jul24

Most eyes will be on inflation reports this week. But join CIO Gene Goldman, CFA, on as he explains why he believes focusing on Chair Jerome Powell’s semi-annual congressional testimony will provide more insight on Fed policy.
https://bcove.video/3ZLBnJB

This Quarterly Recap summarizes market performance, major events and news from Q2 2024. Read more here: https://bit.ly/3XOcvTV

In a busy week for , CIO Gene Goldman’s attention will be on the ’s FOMC minutes and the Employment Report. Join him on the latest episode of as he explains how these might give us clues as to the Fed’s plans for future rate cuts.
https://bcove.video/3ZLBnJB

In the 2024 Mid-Year Outlook, they discuss why inflation should continue to ease, providing the Fed a path to cut rates. They also discuss what this means for both stocks and bonds. Click here to read more: https://bit.ly/3XDKNJy

This week, we’ll receive the Fed’s preferred measure of inflation – the Core PCE report. Join CIO Gene Goldman, CFA on the latest episode of as he explains why this could be lower than expected.
https://bcove.video/3ZLBnJB

Read the June issue of Financial Watch here: https://bit.ly/financialwatch-june24

During a quiet week for , all eyes will be on the retail sales report Tuesday. Join CIO Gene Goldman, CFA on the latest episode of as he explains how this report could reflect the weakening customer.
https://bcove.video/3ZLBnJB

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-jun24

All attention will be on the ’s FOMC meeting this week. Join CIO Gene Goldman, CFA on the latest episode of as he explains what we can expect to learn about the Fed’s projections from their Dot Plot.
https://bcove.video/3ZLBnJB

This Monthly Recap summarizes market performance, major events and news from May 2024. Read more here: https://bit.ly/4581Gxs

Out of all the reports showing us the performance of May’s economy, this Friday’s payroll report is the most important. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains why he thinks this report could be weaker than expected – and what that could mean for interest .
https://bcove.video/3ZLBnJB

In a quiet week for the , CIO Gene Goldman, CFA turns his focus to Core PCE, the ’s preferred measure of inflation. Join him on as he discusses why the Fed prefers this measure, why it could be lower than expected and what that may mean for rate cuts this year.
https://bcove.video/3ZLBnJB

The are firmly focused on the ’s next move – and whether it will cut rates. Join CIO Gene Goldman, CFA on this week’s episode of as he discusses the one important fact that will come from Wednesday’s release of the FOMC minutes from the Fed’s May 1 meeting.
https://bcove.video/3ZLBnJB