Noble Oak Financial

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn more 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...

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

Today we celebrate the freedoms we enjoy and the time spent with family and friends.

We hope your day is filled with great memories, good food, and a safe celebration.

Happy Independence Day!

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

2026 Second Quarter Recap Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn more 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...

To any and all parental figures, we celebrate you!

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3 Quarterly Outlook to explore what’s driving these forces and what they could mean for portfolios in the months ahead. Click to learn more:

2026 Third Quarter Market Outlook Cetera Investment Management is pleased to present its Q3 2026 Market Outlook: “Steady Ground, Rising Stakes.” In this quarter’s outlook, we examine a market…

Did you know nearly 70% of today’s 65-year-olds will need some form of long-term care? Planning early can help protect your savings and ensure you’re prepared for the future. Talk to your financial advisor about long-term care insurance options.

🧠💜 June is Alzheimer’s Awareness Month 🌿

Millions of families are impacted by Alzheimer’s disease, a condition that affects memory, independence, and daily life. This month, we stand together to raise awareness, support caregivers, and advocate for research toward a cure. 🕊️🔬

Early detection and planning can make a big difference. If you or your loved ones are facing memory challenges, take inspiration from this month’s focus to explore resources, learn about this condition, and prepare for the future. 📚🗓️

Join us as we spread awareness and show support for those affected. 🤝💜

is partnering with of Augusta to compete in the Harvest Cup. supports Robert and the team at Card Board Castle in their efforts to win the Harvest Cup. We are thrilled to have contributed to such a great cause and work with such amazing people.