Gillen Wealth Management, LLC

Gillen Wealth Management, LLC Gillen Wealth Management, LLC focuses on two areas: helping families prepare for retirement and assisting recently divorced or widowed women with finances

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

All eyes are on Tuesday’s Consumer Price Index report—the first timely read on inflation in months and a key signal for ...
01/12/2026

All eyes are on Tuesday’s Consumer Price Index report—the first timely read on inflation in months and a key signal for the Fed. Early signs point to upward pressure: potential payback from understated November data, strong holiday demand, and tariff-related impacts on imported goods prices. On this week’s , CIO Gene Goldman explains why this CPI report matters and what it could mean for rates and markets in 2026.

“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...

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
01/12/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

When was the last time you updated your will?
01/08/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

This Quarterly Recap summarizes market performance, major events and news from Q4 2025. Read more here:
01/05/2026

This Quarterly Recap summarizes market performance, major events and news from Q4 2025. Read more here:

The S&P 500 advanced nearly 18% in 2025, marking three back-to-back years of double-digit gains, following returns of 25.02% in 2024 and 26.29% in 2023. Such a feat is rare for Wall Street, occurring only five times before, this time being the sixth. Moreover, taken together, the S&P 500’s “thre...

With the government shutdown behind us, all eyes are on Friday’s non-farm payroll report—the first look at December’s ec...
01/05/2026

With the government shutdown behind us, all eyes are on Friday’s non-farm payroll report—the first look at December’s economy and a key signal for the Fed. Early signs point to strength: jobless claims are down, manufacturing hiring is solid, and federal layoffs are easing. On this week’s , CIO Gene Goldman explains why this report matters and what it could mean for rates and markets in 2026.

“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...

Valuation is important for business succession, estate taxes and even qualifying for a loan.
01/05/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
01/01/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Low holiday trading volume and sparse economic data put the spotlight on one thing: the Fed’s divide. This Wednesday’s F...
12/29/2025

Low holiday trading volume and sparse economic data put the spotlight on one thing: the Fed’s divide. This Wednesday’s FOMC meeting minutes could reveal more about the December rate cut and why not every Fed member agreed. With some pushing for deeper cuts and others resisting any move, the minutes may offer critical clues on what’s next for interest rates. On this week’s , CIO Gene Goldman explains why this release matters as markets head into 2026—and what it could mean for stocks if the Fed holds firm.

“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...

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
12/29/2025

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
12/25/2025

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

As market activity slows and economic data becomes scarce, we’re looking ahead to 2026 and the three key investment them...
12/22/2025

As market activity slows and economic data becomes scarce, we’re looking ahead to 2026 and the three key investment themes likely to shape the economy and financial markets. From a stronger-than-expected economy to lower market returns and a shift in market leadership, these trends could define the year ahead. On this week’s , CIO Gene Goldman breaks down what these themes mean for investors and portfolios in 2026.

“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...

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
12/22/2025

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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125-E Wappoo Creek Drive
Charleston, SC
29412

Telephone

(843) 297-8835

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