Caeden Goering

Caeden Goering

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09/29/2025

Second-quarter GDP growth was revised higher, and consumer spending remained strong, supporting above-trend economic momentum. Equity markets pulled back from record highs as profit-taking hit tech and AI stocks, while gold and oil surged on inflation and geopolitical risks.

With Treasury yields rising and a potential government shutdown looming, the upcoming jobs data releases and October 1 government shutdown deadline loom as potential short-term market catalysts.

Learn more with a detailed breakdown from this week’s market perspective.

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09/18/2025

With some future tax planning, you can start enhancing your after-tax returns and maximizing your long-term income. Talk to me to learn how.

09/04/2025

Simple money moves like delaying Social Security can add up to more income later in life. Let’s talk about how to start optimizing your earnings today.

Photos from Caeden Goering's post 09/04/2025

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may be the perfect time to get started.
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09/03/2025

Markets paused after reaching new highs, with AI stocks like NVIDIA facing muted reactions despite strong earnings. Inflation edged higher and rate-cut expectations grew, sparking renewed interest in small caps and cyclical sectors. As volatility returns for September, investors are reassessing portfolios amid resilient economic data and expanding opportunities across asset classes. Learn more with this week’s market perspective and let’s discuss the key takeaways.

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Photos from Caeden Goering's post 08/21/2025

Back-to-school can be an expensive time! Use these tips to shop smarter and teach your kids valuable money skills.

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