CTA Wealth Advisors, Inc.

01/09/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

01/02/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

12/26/2025

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

12/19/2025

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

12/12/2025

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

12/09/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged up 0.32 percent.1

12/05/2025

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

11/28/2025

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

11/27/2025

It is hard to believe that next week we will be celebrating Thanksgiving and then move to year-end celebrations with family and friends. The close of 2025 represents my 43rd year as a business owner and financial advisor. I was a...

11/21/2025

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

11/14/2025

Are you considering a FIRE retirement? Learn the basics here.

11/10/2025

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbing 2.27%, powered by strong Q3 corporate earnings that overcame government shutdown concerns and trade tensions. The Fed delivered a quarter-point rate cut on October 29, though Chair Powell signaled a December adjustment wasn't a "foregone conclusion." As families prepare for Thanksgiving, last year's feast for 10 averaged \$58.08, with the turkey alone representing 43% of the total cost at \$25.67.

Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines.