Zappitelli Financial Services

06/02/2026

Brothers John and Bob Zappitelli founded a tax practice in 1982 and grew it alongside their wives over the past four decades—evolving the firm into the Zappitelli Wealth Advisors you know today. Additional family members joined the firm after graduating from college, and with every new client, our family grows—because planning for your family makes you part of ours.

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke, CFA thinks in https://cetera.com/research-and-insights

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke, CFA says markets may take cues from headlines, not data, this week. https://cetera.com/the-week-ahead

05/25/2026

Today we pause to remember the brave men and women who paid the ultimate price for our freedom. They are gone, but not forgotten.

05/21/2026

You're unique. Your portfolio should be, too. Every part of a financial plan—including the makeup of your investment portfolio—should be tailored to your goals, your comfort level with risk, and the timeline until you need the funds. At Zappitelli Wealth Advisors, designing a strong financial strategy starts with getting to know you.

05/19/2026

Cetera Financial Group CIO Gene Goldman, CFA shared insights with Bloomberg discussing how equities and bonds appear to be sending conflicting signals, and why something may have to give between the two primary asset classes. Read more here: https://www.bloomberg.com/news/articles/2026-05-15/the-global-bond-rout-catches-up-with-wall-street-s-risk-rally?srnd=undefined

05/19/2026

Our accounting professionals specialize in back-office operations. If bookkeeping isn't your favorite part of your job, let us take it off your plate. Our helping hands can give you freedom to focus on what you do best.

05/18/2026

Members of our wealth management team traveled to Hawaii this month for our broker-dealer, Cetera’s, annual Circle of Excellence trip! We're proud to have been invited and grateful for the trust clients place in us, which has allowed Zappitelli Wealth Advisors to continue to grow.

05/14/2026

Thanks to greater access to defined contribution retirement plans and better plan design, younger generations are better prepared for retirement than baby boomers, according to the latest Vanguard Retirement Outlook. More than 4 in 10 Americans are on track to maintain their lifestyle in retirement, but that could increase to 6 in 10 if all workers had access to a defined contribution plan. Read the full study here: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/state-retirement-readiness-three-charts.html

05/11/2026

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—and influence how long the Fed stays on hold. CIO Gene Goldman, CFA breaks down what to watch and why it matters for markets in hashtag .

“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...