McDaniel Wealth Management, PLLC

10/31/2026

The leaves are falling, the weather is getting colder, and the sun is setting earlier. Sure enough, Daylight Saving Time is about to end for the year, so be sure to set your clocks back one hour tonight!

10/31/2026

Happy Halloween! 🎃

Whether you prefer a trick or a treat, may your spooky day include something sweet!

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

10/24/2026

Happy Birthday, Margaret Stevens! 🎉

We hope you have the best day celebrating and a wonderful year ahead. Your sweet personality is such a joy to have around the office, and we hope you feel extra special today!

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“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...

10/16/2026

Our new website is here, and we’re excited to share it with you! 🌐

We’ve given our website a fresh new look to make it easier to explore our services and find helpful resources all in one place. You’ll find articles, videos, financial planning tools, educational content, and a chance to get to know our team a little better.

McDaniel Wealth Management brings wealth management, tax, and estate planning together for a more connected approach to your financial future. Our new website highlights how these services work together and how our team can help you plan for what matters most.

We invite you to visit our new website and see what’s new!

🔗 mcdanielwealth.com

10/16/2026

Happy National Boss’s Day to a great leader, Wealth Advisor, and all-around great guy! 🎉

We’re thankful for all you do for our team and appreciate your guidance, support, and the time you take to help us grow. Hope you know how much you’re appreciated today and every day!

10/15/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.