Guided Financial Strategies LLC

09/08/2026

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.

“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...

09/08/2026

Read the latest issue of Retire Wise here:

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…

09/07/2026

Happy Labor Day! Today, we celebrate the hard work and dedication that strengthen and support our communities every day.

09/04/2026

True independence means having the freedom to grow your business your way.

In this clip, Rick Dickinson shares his perspective on why he made the move to Cetera and what having true autonomy, flexibility, and streamlined support means for our clients and our practice every single day.

Take a quick look to hear why a client-first approach changes everything!

📞 860-291-2800

📍 11 Main Street, Suite 214, Mystic, CT

09/03/2026

Set sail with Guided Financial Strategies! 🛥️🌴

We love getting out of the office to connect with our clients and friends. Recently, our team and some clients had an absolute blast on the water enjoying a relaxing sunset cruise along the Mystic River.

From great conversations to beautiful views, it’s always a highlight to unwind and make memories outside of day-to-day business. A huge thank you to everyone who came out to make it such a special event!

Stay tuned for more upcoming client events and gatherings this season. Interested in learning more about how we help our clients navigate their financial futures? Reach out to our team today!

📞 860-291-2800

📍 11 Main Street, Suite 214, Mystic, CT

09/02/2026

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

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…

08/31/2026

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.

“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...

08/27/2026

TODAY at 5:30pm we are hosting a virtual seminar, "Trump Accounts: Key Considerations for Families"

Our very own, Rick Dickinson, will walk you through the details of this new investment savings vehicle, including:
-Eligibility and annual contribution limits.
-How the $1,000 government seed contribution works.
-Strategies for using these accounts alongside other savings vehicles like 529 plans and Custodial Roth IRAs.

Whether you are looking to start saving for a child's future or exploring how this new option fits into your broader financial strategy, we hope you can join us for this informative session.

Click the link below to join the meeting!
https://us02web.zoom.us/w/87301482038?tk=3BgJHyIAJBTm-hZEWPzCn00K3_dbQ_8wFRURB08Vtws.DQkAAAAUU5LmNhZDMUw0ZFNZUVNYQ1l6VUhELVY4ZTN3AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

08/26/2026

Our very own Rick Dickinson had the pleasure of sitting down for an interview during our recent Cetera conference trip to Salt Lake City, UT! It was a fantastic experience connecting with industry leaders and diving into the latest insights. Proud of our team and always looking for new ways to bring valuable knowledge back to our clients at Guided Financial Strategies.

Click the link below to watch a sneak peak ;)

Financial Strategies

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08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...